Stephan Kern josiah Mckee
Investment adviser representative at 25 Financial
15 yearsExperience
1 stateRegistered in
$545MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Quincy Wells Capital, LLCMay 2026 to now
- 25 FinancialJun 2022 to now
- Great Point Capital, LLCOct 2023 to May 2026
- Arete Wealth Advisors LLCAug 2020 to Oct 2023
- Arete Wealth Management LLCDec 2019 to Oct 2023
- Eric ConstructionApr 2019 to Sep 2019
- Practical PocusNov 2018 to Apr 2019
- UnemployedMay 2018 to Nov 2018
- U.S. ArmyMay 2011 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (MO).
25 Financial
Legal name: 25, LLC
$545MAssets managed
505Clients
9Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7208371
- Firm CRD
- 317916