Mcqueen Financial Advisors II, Inc.
SEC RegisteredWe are the leaders in financial advisory services
About the firm
McQueen Financial Services is a national advisory firm serving financial institutions since 1999. McQueen Financial Advisors II, Inc. is a registered investment adviser located in Clawson, MI. The firm was founded on the premise that each and every financial institution deserves personal attention focused on their unique needs.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management (bank and bank holding company, credit union and CU alternative, charitable solutions, and wealth management), ALM and CECL services (ALM, ALM validation, liquidity, additional ALM reports, CECL), and mergers and valuations (merger valuations, advisor services, MSR, fair market value)
Who they serve
Financial institutions, including banks, bank holding companies, and credit unions
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 17 | $10M |
| High Net Worth Individuals | 2 | $12M |
| Investment Companies | 104 | — |
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of March 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Mcqueen Financial Advisors II, Inc. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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