Featured Business Financial Advisor in New Berlin, WI
New Berlin Financial Advisors
Keil Financial Partners
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
Disclaimer
Keil Financial Partners is part of the Thrivent Advisor Network, a registered investment advisor based in Minnesota.

About Keil Financial Partners

I love helping people learn more about their money. What I love even more is helping others discover their ideal retirement strategy.

That's why the Keil Financial Partners team and I work to take complex financial decisions and make them simple so you can make better decisions about your money.

As one of six of the 10,000+ financial advisors in Wisconsin with the CERTIFIED FINANCIAL PLANNER® professional AND Chartered Financial Analyst® charter holder designation, I have a deep knowledge of, and a passion for, financial planning and helping clients improve their return on life.

Retirement shouldn't be a burden. Let us reveal your ideal retirement picture.

Keil Financial Partners is part of the Thrivent Advisor Network, a registered investment advisor based in Minnesota.
 

General Information

CRD#:    4673347
Firm CRD#:    304569
SEC File#:    801-117013
Name of Broker/Dealer:    Jeremy Keil, CFA, CFP, RICP
Name of Custodial Firm:    Keil Financial Partners
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 in Long-Term Care (CLTC), Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER™ Certificant, ChFC®, Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), Certified Investment Management Analyst (CIMA®)
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:    140
Firm's Number of Planning Clients:    140
Firm's Number of Managed Clients:    140
Assets Managed by Firm:    $75,000,000
Assets Managed by Advisor:    $75,000,000
 

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, Subscriptions, Based on Assets, Flat Fee
 
 
 
 
 
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