Our Qualifications

Wade A. McFee is a 33 year leader in the insurance and financial services industry. Wade's achievements include:

Chartered Life Underwriters (CLU) designation from the American College in Bryn Mawr, Pennsylvania.

Chartered Financial Consultant (ChFC) designation from the American College in Bryn Mawr, Pennsylvania.

Million Dollar Round Table, Top of the Table member for 7 years.

Million Dollar Round Table, Court of the Table member for 15 years.

Million Dollar Round Table, 24 year member

NAFIA Quallty Award, 15 years.

National Association of Insurance and Financial Planners (NAIFP) -member.

Minneapolis Estate Planning Council-member.

Bachelor of Science, Administration and Economics from Iowa State University in Ames, Iowa.

Registrations in Securities

  • Series 62-Corporate Securities Limited Representative
  • Series 65-Uniform Investment Adviser Law Examination
  • Series 6-Investment Company/Variable Contracts Products Limited Representative
  • Series 63-Uniform Securities Agent State Law
  • Series 26-Investment Company/Variable Contracts Limited Principal
  • Series 22-Direct Participation Program Representative

State Registrations include: AZ, CA, CO, FL, IA, IL, IN, KY, MI, MN, NC, NJ, NM, NY, OH, PA, TX, VA, WA, WI, WY

 

  Insurance Licenses

Life/Accident and Health in the following states: Florida, Iowa and Minnesota #20031925.