Meet the McFee Team
Wade McFee
Wade A. McFee, ChFC®, CLU®
PRINCIPAL AND CEO OF McFEE FINANCIAL GROUP, INC.
SENIOR WEALTH MANAGER
The Principal and CEO of McFee Financial Group, Inc., and serves as Sr. Advisor on the McFee Wealth Management Team where his primary responsibility is to assist our families with innovative and insightful solutions in insurance, investments and strategic plans. Wade continues is mission to better the financial services world for client families through his contributions to panels and his features in industry articles.
Wade is passionate about delivering Family Wealth Plans to families to encourage generational success.
Wade is a graduate of Iowa State University in Ames, Iowa where he studied administration and economics.
In his free time, Wade enjoys spending time traveling with his wife, being a doting father of three daughters, and chasing his six grandchildren around in the greater Minneapolis North Metro.
Qualifications
- Wade A. McFee has been a leader in the insurance and financial services industry since 1985.
- National Association of Insurance and Financial Advisors (NAIFA) -member.
- Minneapolis Estate Planning Council-member.
- Bachelor of Science, Administration and Economics from Iowa State University in Ames, Iowa.
Achievements
| Million Dollar Round Table | Chartered Life Underwriters | Chartered Financial Consultants |
|---|---|---|
 Top of the Table member for 11 years. Court of the Table member for 17 years. 28 year member *The Million Dollar Round Table (MDRT) is an independent association. Membership is based on production and does not qualify a financial professional to provide investment recommendations or advice. |  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.
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Registrations in Securities | State Registrations |
|---|---|
| AZ, CA, CO, FL, IL, IA, KY, MA, MI, MN, MS, MO, NJ, NM, NY, NC, OH, OK, PA, SD, TX, VT, WA, WI, WY. |
Insurance Licenses |
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| Life/Accident and Health in the following states: Florida, Iowa and Minnesota #20031925. |
Barbara McFee Peisert
Barbara McFee Peisert, CFP®, LUTCF®, FPQP™
ADVISOR
Barb serves on our Wealth Management Team as an Advisor - launching our Wealth Builder Business to serve promising young professionals and business owners.
She is committed to serving through the generations of wealth planning to aid younger clients, and defend their perspectives.
Barb has earned the CFP®, as well as the LUTCF® designation and the FPQP™ designation from The College for Financial Planning and is a graduate of Iowa State University in Ames, Iowa where she studied political science and business.
In her spare time, Barb and her husband Andy tote around their two children, Alan (4) and Beatrice (1) to their activities. On the rare occasion, you can see Barb participating in a 5 or 10k run with her family and friends!
Achievements
| Million Dollar Round Table | Life Underwriter Training Council Fellow | Financial Paraplanner Qualified Professional |
|---|---|---|
 6 year member* The Million Dollar Round Table (MDRT) is an independent association. Membership is based on production and does not qualify a financial professional to provide investment recommendations or advice. |  |  |
| Registrations in Securities | State Registrations |
|---|---|
| Series 6 - Investment Company/Variable Contracts Products Limited Representative Series 7 - General Securities Representative Qualification Examination Series 63 - Uniform Securities Agent State Law Series 65 - Uniform Investment Adviser Law Examination | MN |
Insurance Licenses |
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MN #40301892 |
Nate Dwyer
Nate Dwyer, FPQP™
REGISTERED PROFESSIONAL
Nate serves our Wealth Management Team as a registered professional. His primary responsibilities are family financial plans, client service and compliance reporting. Nate is a graduate of Macalaster College in St. Paul, MN where he studied economics.
Achievements
Financial Paraplanner Qualified Professional
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| Securities Registrations | State Registrations |
|---|---|
| Series 7 - General Securities Representative Qualification Examination
Series 66 - Uniform Combined State Law Examination | MN |
Insurance Licenses |
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MN #40789669 |
Paul Scoles
Paul Scoles
Registered Professional
Paul serves our Wealth Management Team as a registered professional - focusing on family financial plans, client service and compliance reporting.
He is passionate about helping families pursue their financial goals through detailed, strategic planning.
Paul has his Series 7 and 66 security registrations along with his MN insurance license. He recently earned his FPQP™ designation from The College for Financial Planning and is a graduate of Saint Cloud State University where he studied Finance.
In his spare time, Paul & his wife, Kaitlin, enjoy bowling in their weekly bowing league and taking their dog, Thor, to the Elm Creek dog park and on hikes. Paul & Kaitlin also enjoy playing board & card games with their family & friends.
Achievements
Financial Paraplanner Qualified Professional
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| Registrations in Securities | State Registrations |
|---|---|
| Series 7 - General Securities Representative Qualification Examination Series 66 - Uniform Combined State Law Examination | MN |
| Insurance Licenses |
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MN #40767443 |
