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McQueen Financial Advisors

Full company profile

uuid000f3zr

Namestring
McQueen Financial Advisors
Websiteurl
m-f-a.com
Company typeenum
Private
Founded yearint
1999
Descriptiontext

McQueen Financial Advisors is a privately held, for-profit financial services firm headquartered in Clawson, Michigan, that has been in operation since 1999. The firm's stated focus is mortgage lending alongside other unspecified financial services, positioning it as a small-scale, relationship-driven provider serving retail consumers and likely local small-business clients in its immediate metropolitan area.

The company operates with a lean headcount of 1-10 employees, and no information is disclosed regarding its product mix beyond the umbrella description of mortgage lending and other financial services. There is no evidence of proprietary technology, a digital platform, integrations, or an in-house loan origination system; the firm's public website (m-f-a.com) was inaccessible beyond a verification/loading page at the time of data collection, providing no further insight into the operating model, product set, or service delivery channels.

No funding history, ownership structure, management roster, customer base, partnerships, or regulatory disclosures are available in the input data. As a result, the precise business model — whether the firm operates as a retail mortgage broker, a correspondent or wholesale originator, a hybrid advisor, or a generalist financial services shop — cannot be determined from the available evidence. The overall information set is unusually thin, limiting the analysis to the fact pattern that the company is a long-tenured, micro-cap, privately held Michigan financial services firm whose public-facing digital presence is currently not verifiable.

Short descriptiontext

McQueen Financial Advisors is a privately held, micro-cap financial services firm based in Clawson, Michigan, founded in 1999, that focuses on mortgage lending and other financial services for local retail and small-business clients in its metropolitan market.

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
51–100
akta.pro rankint
HeadquartersClawson, United States
HQ citystring
Clawson
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Keyword5 values
mortgage lending, financial advisory, residential mortgages, loan origination, financial services
Industry1 code
1FSAEAAAL
CodeFSAEAAALPrimaryYes
NAICS code1 code
  • 52394
SIC code1 code
  • 6162
Product category
Mortgage Lending
No data
Cost components2 values
Personnel, Operations
GTM typeB2C
B2C
Offering typeServices
Services
Core offering1 text field

McQueen Financial Advisors is a small financial service firm based in Clawson, Michigan, that provides mortgage lending and other financial services to its clients. Founded in 1999, the firm operates with a small team and delivers advisory and lending solutions in the consumer financial services space.

Differentiator
Functional benefit
Problem solved
Product and service2 records
1Mortgage Lending
2Financial Advisory Services
No data
Peers10 records
TypeBroad incumbent
Description

The largest U.S. retail mortgage originator. Operates in the same mortgage lending category as McQueen but at national scale with a fully digital origination platform that pressures smaller, branch-based competitors.

TypeEmerging player
Description

A digital-first mortgage lender focused on streamlining the online application and approval process. Comparable to McQueen in residential mortgage lending, with a contrasting digitally-native model that highlights McQueen's sub-scale online presence.

TypeBroad incumbent
Description

A national retail and wholesale mortgage lender offering purchase, refinance, and HELOC products. Comparable to McQueen's mortgage lending activity but at significantly greater scale and product breadth.

TypeEmerging player
Description

A digital financial services platform offering mortgages, wealth advisory, and lending. Comparable to McQueen in combining mortgage with broader financial services, but delivered through a fully digital consumer experience.

TypeDirect peer
Description

A privately-held retail mortgage originator with a branch network focused on purchase and refinance lending. Comparable to McQueen in the residential mortgage origination business targeting individual consumers in local markets.

TypeDirect peer
Description

A privately-held retail mortgage lender operating through branch offices, comparable to McQueen in originating residential mortgages and serving individual consumers in local markets.

TypeDirect peer
Description

A large franchise-model financial services firm where individual advisors serve local markets with wealth management, retirement, and lending solutions. Comparable to McQueen in the relationship-driven, single-office or small-team delivery model for individual clients.

TypeDirect peer
Description

Raymond James offers wealth management, investment advisory, and lending services through a network of independent advisor branches. Comparable to McQueen in combining mortgage and investment services for retail clients through local offices.

TypeDirect peer
Description

A privately-held retail mortgage lender operating through branch offices, comparable to McQueen in originating residential mortgages for local markets and offering complementary financial services.

TypeDirect peer
Description

Ameriprise operates a large franchise network of independent financial advisors who provide wealth advisory, retirement planning, and home lending products. Comparable to McQueen in combining mortgage lending with personalized financial advisory, though at much greater scale.

Market position
Strengths3 records

Each record includes

Headline, Details, Source

Weaknesses4 records

Each record includes

Headline, Details, Source

Competitive moat2 records

Each record includes

Type, Details

Key risks4 records

Each record includes

Headline, Details, Source

Key highlights3 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Ideal customer profile1 record

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

McQueen Financial Advisors

Mortgage Lendingm-f-a.com

McQueen Financial Advisors is a privately held, micro-cap financial services firm based in Clawson, Michigan, founded in 1999, that focuses on mortgage lending and other financial services for local retail and small-business clients in its metropolitan market.

What McQueen Financial Advisors does

McQueen Financial Advisors is a privately held, for-profit financial services firm headquartered in Clawson, Michigan, that has been in operation since 1999. The firm's stated focus is mortgage lending alongside other unspecified financial services, positioning it as a small-scale, relationship-driven provider serving retail consumers and likely local small-business clients in its immediate metropolitan area.

The company operates with a lean headcount of 1-10 employees, and no information is disclosed regarding its product mix beyond the umbrella description of mortgage lending and other financial services. There is no evidence of proprietary technology, a digital platform, integrations, or an in-house loan origination system; the firm's public website (m-f-a.com) was inaccessible beyond a verification/loading page at the time of data collection, providing no further insight into the operating model, product set, or service delivery channels.

No funding history, ownership structure, management roster, customer base, partnerships, or regulatory disclosures are available in the input data. As a result, the precise business model — whether the firm operates as a retail mortgage broker, a correspondent or wholesale originator, a hybrid advisor, or a generalist financial services shop — cannot be determined from the available evidence. The overall information set is unusually thin, limiting the analysis to the fact pattern that the company is a long-tenured, micro-cap, privately held Michigan financial services firm whose public-facing digital presence is currently not verifiable.

McQueen Financial Advisors firmographics

Firmographics
Name
McQueen Financial Advisors
Website
https://m-f-a.com
Company type
Private
Founded year
1999
Operating status
Operating
Headcount range
51–100 employees
Short description
McQueen Financial Advisors is a privately held, micro-cap financial services firm based in Clawson, Michigan, founded in 1999, that focuses on mortgage lending and other financial services for local retail and small-business clients in its metropolitan market.
Ownership category
akta.pro rank

Where McQueen Financial Advisors is headquartered

Location

Headquarters

HQ city
Clawson
HQ country
United States
HQ region
North America

Markets served

McQueen Financial Advisors business model

Business model
GTM type
B2C
Offering type
Services
Cost components
Personnel, Operations

McQueen Financial Advisors product offering

Product offering

Core offering

McQueen Financial Advisors is a small financial service firm based in Clawson, Michigan, that provides mortgage lending and other financial services to its clients. Founded in 1999, the firm operates with a small team and delivers advisory and lending solutions in the consumer financial services space.

Differentiator

Problem solved

Functional benefit

Products and services

  • Mortgage Lending
  • Financial Advisory Services

Companies that use McQueen Financial Advisors

Customer profile

Ideal customer profiles1 record

McQueen Financial Advisors technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

McQueen Financial Advisors competitors and assessment

Company assessment

Broad incumbents

  • Rocket Mortgage (Rocket Companies): The largest U.S. retail mortgage originator. Operates in the same mortgage lending category as McQueen but at national scale with a fully digital origination platform that pressures smaller, branch-based competitors.
  • loanDepot: A national retail and wholesale mortgage lender offering purchase, refinance, and HELOC products. Comparable to McQueen's mortgage lending activity but at significantly greater scale and product breadth.

Emerging players

  • Better.com: A digital-first mortgage lender focused on streamlining the online application and approval process. Comparable to McQueen in residential mortgage lending, with a contrasting digitally-native model that highlights McQueen's sub-scale online presence.
  • SoFi Technologies: A digital financial services platform offering mortgages, wealth advisory, and lending. Comparable to McQueen in combining mortgage with broader financial services, but delivered through a fully digital consumer experience.

Direct peers

  • New American Funding: A privately-held retail mortgage originator with a branch network focused on purchase and refinance lending. Comparable to McQueen in the residential mortgage origination business targeting individual consumers in local markets.
  • Churchill Mortgage: A privately-held retail mortgage lender operating through branch offices, comparable to McQueen in originating residential mortgages and serving individual consumers in local markets.
  • Edward Jones: A large franchise-model financial services firm where individual advisors serve local markets with wealth management, retirement, and lending solutions. Comparable to McQueen in the relationship-driven, single-office or small-team delivery model for individual clients.
  • Raymond James Financial: Raymond James offers wealth management, investment advisory, and lending services through a network of independent advisor branches. Comparable to McQueen in combining mortgage and investment services for retail clients through local offices.
  • Fairway Independent Mortgage Corporation: A privately-held retail mortgage lender operating through branch offices, comparable to McQueen in originating residential mortgages for local markets and offering complementary financial services.
  • Ameriprise Financial: Ameriprise operates a large franchise network of independent financial advisors who provide wealth advisory, retirement planning, and home lending products. Comparable to McQueen in combining mortgage lending with personalized financial advisory, though at much greater scale.

Market position

Strengths3 records

Weaknesses4 records

Competitive moat2 records

Key risks4 records

Key highlights3 records

Customer concentration

McQueen Financial Advisors financial estimates

Financial estimate

Revenue estimate

Valuation estimate

McQueen Financial Advisors leadership team

Management profile

Number of profiles

McQueen Financial Advisors funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

McQueen Financial Advisors M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about McQueen Financial Advisors

What does McQueen Financial Advisors do?

McQueen Financial Advisors is a small financial service firm based in Clawson, Michigan, that provides mortgage lending and other financial services to its clients. Founded in 1999, the firm operates with a small team and delivers advisory and lending solutions in the consumer financial services space.

When was McQueen Financial Advisors founded?

McQueen Financial Advisors was founded in 1999. It employs 51 to 100 people.

Where is McQueen Financial Advisors based?

McQueen Financial Advisors is headquartered in Clawson, United States, in the North America region.

Who are McQueen Financial Advisors's main competitors?

Broad incumbents on record are Rocket Mortgage (Rocket Companies) and loanDepot. Emerging players are Better.com and SoFi Technologies. Direct peers are New American Funding, Churchill Mortgage, Edward Jones, Raymond James Financial, Fairway Independent Mortgage Corporation and Ameriprise Financial.

Does McQueen Financial Advisors have an API?

No public API is recorded for McQueen Financial Advisors.

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Live signals
PR NewswireMcQueen Financial Advisors and Balance Sheet Solutions Enter Into Strategic PartnershipBalance Sheet Solutions, LLC, a wholly-owned subsidiary of Alloya Corporate Federal Credit Union, and McQueen Financial Advisors announced a strategic partnership under which McQueen Financial will acquire Balance Sheet Solutions' Investment Advisory and Asset Liability Management services. The transaction, expected to close in Q2 2019, will allow McQueen Financial to offer Balance Sheet Solutions' credit union clients a full suite of services including Bond Accounting software and SimpliCD issuance. Both companies cited complementary cultures, values, and business philosophies as rationale for the partnership.PR NewswireMcQueen Financial Advisors Announces 15th Successful Transaction as an Adviser for Credit Unions Acquiring BanksMcQueen Financial Advisors announced its 15th successful transaction advising a credit union acquiring a bank, with Credit Union One agreeing to purchase Hantz Bank (approximately $228 million in assets), a deal expected to close later in 2018. The Michigan-based advisory firm pioneered the "credit union buying bank" phenomenon in 2012 and has since worked on over 25 transactions, with 10 that have closed or are pending. The firm noted it expects the current trend of credit union-bank deals to continue through 2018 and into 2019, with several deals currently in process.PR NewswireBrian D. Petras Joins McQueen Financial as a Financial AnalystBrian D. Petras has joined McQueen Financial Advisors as a Financial Analyst, bringing over 15 years of investment experience from Comerica and its affiliates. At the firm, he will be responsible for advising clients on fixed income portfolios and interest rate risk positions, as well as analyzing securities and structuring bond portfolios. Charley McQueen stated that Petras's extensive experience and enthusiasm would be a valuable addition to the investment advisory team.GlobeNewswirePhoto Release -- M.C. Proctor Joins McQueen Financial; She Brings Broad Banking Knowledge to Benefit ClientsM.C. Proctor joined McQueen Financial Advisors on March 7, 2011, to manage client relationships and assist in portfolio management. She previously worked at The PrivateBank and Suntrust Banks, and holds Series 7 and 66 licenses. The firm expects her broad banking knowledge to benefit clients.