Mark Mckeel

Financial Consultant

Mark Mckeel

Financial Consultant

Primary office location:

Monona

Additional communities served:

Beaver Dam, Janesville


Office Phone:  608-221-3130
Email: mark.mckeel@mutualfingroup.com

Mark McKeel is a financial consultant serving the investment, insurance, and wealth management needs of clients in Madison and the surrounding areas.

Mark brings more than 15 years of financial consulting experience to Mutual Financial Group. He creates and implements financial plans aimed at finding solutions to his client’s financial problems while managing their risk to avoid future financial challenges.

Mark graduated with a degree in finance from Michigan State University. Mark is an avid boater and biker.

Mark-McKeel

Areas of Expertise:

  • Estate planning
  • Financial planning
  • Long-term care planning
  • Retirement income planning
  • Wealth transfer

Community Involvement:

  • Lake Windsor Lake, Board of Directors (2000-Present) 
  • Harley Owners Group of Madison, Road Captain (1994-Present) 

Registrations, Licenses & Certifications:

  • FINRA Series 6, 
  • FINRA Series 24
  • FINRA Series 63, 65
  • Wisconsin life and health insurance licensed
  • Life Underwriter Training Council Fellow (LUTCF)

FINRA Registrations held through LPL Financial.

Securities and advisory services offered through LPL Financial. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Bank Mutual deposits and are not FDIC insured. These products are not obligations of Bank Mutual and are not endorsed, recommended or guaranteed by Bank Mutual or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. Bank Mutual and Mutual Financial Group are not registered brokers/dealers and are not affiliated with LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Wisconsin and Minnesota.