Financial advisor
Core Focus Areas:
- Maximizing Wealth Transfer
- Medical Plan Cost Reduction Strategies
- Policy Audits
- Succession and Wealth Transfer Strategies
- Buy-Sell Funding & SERPs
- Premium Financing
- Critical & Chronic Illness Solutions
Louie McKee has a long and unique history in the Financial Services industry. As an advisors with Morgan Stanley he focused on Wealth Management and Wealth transfer. Using that expertise, he formed his own capital management frim focusing on secondary offerings.
Louie earned a B.A. in political sciences from the University of Minnesota and earned his J.D. shortly thereafter from the William Mitchell College of Law. As Captain of the college’s tennis team, Louie helped bring the Big 10 championship trophy to the school.
Today, as an advisor for TKO, Louie incorporates his unique law and wealth management backgrounds into delivering plans that cover all aspects of a high net worth individual’s needs.
Today, Louie holds his life, health and annuity licenses.