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McFee Financial Group
McFee Financial Group is dedicated to empowering professional and executive families to pursue long-term financial success and security through comprehensive...
McFee Financial Group
McFee Financial Group is dedicated to empowering professional and executive families to pursue long-term financial success and security through comprehensive and personalized wealth management. As a fiduciary, the firm commits to acting with integrity, innovation, and insight, helping protect and grow family wealth for generations. Its vision is to be the trusted partner in family wealth management, fostering a legacy of financial confidence, security, and purpose.
General information
Firm type
RIA
Location
City
Minneapolis
Principals
Wade A. McFee
ChFC®, CLU® — Principal and CEO; Wealth Manager
Barbara McFee Peisert
CFP®, LUTCF® — Wealth Advisor
Nate Dwyer
WMCP® — Wealth Manager
Marjie McNamara — Senior Client Service Representative; Client Service Director
Pamela Mergott-McFee — Chief Operating Officer
Matthew Payne — Client Service Representative
Jack Messer — Intern
Frequently asked questions
What is McFee Financial Group?
McFee Financial Group is a ria headquartered in Minneapolis.
Where is McFee Financial Group headquartered?
McFee Financial Group is headquartered in Minneapolis.
What does Altss track for McFee Financial Group?
Altss maintains an OSINT-verified profile of McFee Financial Group covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.
What is McFee Financial Group's website?
McFee Financial Group's public website is mcfeefinancial.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is McFee Financial Group?
McFee Financial Group is classified by Altss as a RIA.
How does Altss source intelligence on McFee Financial Group?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was McFee Financial Group's Altss profile last updated?
McFee Financial Group's profile on Altss was last refreshed on August 11, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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