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Vice President/treasurer · Lifeway Financial Corporation

Gerrond D. McKee

CRD 5551947 · Named on Form ADV at one SEC-registered adviser

At a glance

Lifeway Financial Corporation, an SEC-registered wealth manager based in Plano, TX with $359 million in regulatory assets, lists Gerrond D. McKee on its Form ADV as Vice President/treasurer, a control person.

Firms and roles

AtlasMembers

Gerrond’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Trey H. TouchstonePresident/secretary/chief Compliance Officer, Lifeway Financial Corporation

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Gerrond’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.