Featured Business Financial Advisor in New Berlin, WI
New Berlin Financial Advisors
Thrivent Financial
15350 W. National Ave, Suite 214
New Berlin, WI 53151
(262) 333-8353
“Discover Your Ideal Retirement Strategy”
Advisor Profile
Jeremy Keil
Name:  Jeremy Keil
Phone Number:  (262) 333-8353
Website:  Visit Website
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About Thrivent Financial

RETIREMENT INCOME PLANNING IN 5 EASY STEPS

Are you planning on retiring within the next five to ten years and want to turn your investments into income?

Our 5-Step Retirement Plan can help you make confident retirement decisions. We will:

1. Discover how much money you need and when. 2. Help you decide when to take Social Security and how to take your pension. 3. Guide you on how much money to take out of the market. 4. Help you determine how much risk to take in the market. 5. Plan for success and prepare for risks by reviewing your plan at least two times annually.

With offices in New Berlin and Muskego we help you prepare for retirement and avoid mistakes.

For questions, concerns or customer service needs, please call my office at 262-333-8353 or you may contact Thrivent directly at 1-800-847-4836. For important disclosure information, visit Thrivent . com / disclosures.
 

General Information

CRD#:    4673347
Firm CRD#:    18387
Name of Broker/Dealer:    Jeremy Keil, CFA, CFP, RICP
Name of Custodial Firm:    Thrivent Financial
States Licensed in:    CA, FL, IL, MD, MO, NV, OH, TX, WI, WY
States Willing to do Business in:    Big Bend,Brookfield,Burlington,Butler,Caledonia,Cedarburg,Colgate,Cudahy,Delafield,Dousman,Eagle,East Troy,Elm Grove,Franklin,Franksville,Germantown,Greendale,Hartland,Hubertus,Jackson,Kansasville,Lannon,Menomonee Falls,Mequon,Milwaukee,Mukwonago,Muskego,Nashotah,North Prairie,Oak Creek,Oconomowoc,Okauchee,Pewaukee,Racine,Richfield,Rochester,South Milwaukee,Sturtevant,Sussex,Thiensville,Union Grove,Wales,Waterford,Waukesha,Elkhorn
Years of Experience in Financial Services:    16
Number of Years with Current Firm:    16
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant, Chartered Financial Analyst (CFA), Certified Investment Management Analyst (CIMA®), ChFC, Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), Certified in Long-Term Care (CLTC)
Securities Licenses:    Series 66
Insurance and Annuity Licenses:    Disability, Annuity, Health, Life, Long Term Care
Financial Organization Memberships:    Financial Planning Association (FPA)
 

Firm Information

Firm's Number of Clients:    220
Firm's Number of Planning Clients:    110
Firm's Number of Managed Clients:    130
Assets Managed by Advisor:    $90,000,000
 

Compliance

Registered Investment Advisor:    Yes
Registered Representative:    Yes
Investment Advisor Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation and Fees

Fee Structure:    I am a Fee-Based financial professional
Compensation Methods:    Commissions, Flat Fee, Based on Assets, Subscriptions
 
 
 
Prepared By: Jeremy Keil
 
 
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