Broker Check


Mike McGee(President/Owner)

My reason for this career path was quite personal: I saw that many members of my own family, as well as friends, were not getting the kind of help they needed to plan financially for the future. I was confident that with my understanding of personal finance, coupled with my training as a financial professional, I could help people better prepare for the future.

I graduated from Arkansas Tech University with a degree in Business Administration. I am an investment representative holding a FINRA series 7 & state series 63 registrations with Realta Wealth I also hold a Life & Health insurance license with the states of Missouri and Arkansas.   

I have been helping clients achieve their financial and retirement goals since 2001. I have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance ideas and use those concepts to pursue their financial objectives.

I graduated from Rogers Arkansas in 1987 and have recently moved my business to Joplin Missouri. I built my business in the Harrison area in a local bank and was very fortunate to bring those clients with me when I decided to go independent.  Being independent allows me to analyze investments from several companies to create a customized strategy that best fits my clients.  There is no quotas for production.  I strive to build a life long relationship with my clients and pay close attention to every detail of their portfolio.

Mike McGee