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About Keil Financial Partners |
I help people make great retirement decisions.
If you need guidance on retirement, investment and tax planning let's talk!
We help people:
- maximize their pension and social security decisions
- manage their lifetime tax bill
- optimize the tax consequences of their company stock plans including within their 401(k) |
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General Information |
| Years of Experience in Financial Services: |
18
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| States Licensed in: |
CA, FL, IL, MD, MO, NV, OH, TX, WI, WY
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| Name of Custodial Firm: |
Fidelity
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| Number of Years with Current Firm: |
18
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| Work with the following types of clients: |
Individual Investors
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| 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
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| Advisory Services Provided: |
Financial Planning for Businesses, Financial Planning for Individuals, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting
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Services |
| Investment Types: |
Mutual Funds, Bonds, Stocks, Annuities, Insurance, Exchange Traded Funds (ETFs)
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| Can meet clients in the following ways: |
Email, Phone, Our Office, Our Offices, Video Conference
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
CFP®, Certified in Long-Term Care (CLTC), Chartered Life Underwriter (CLU®), Chartered Financial Analyst (CFA), ChFC®, Chartered Financial Consultant (ChFC®), Certified Investment Management Analyst (CIMA®)
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| Securities Licenses: |
Series 66
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| Insurance and Annuity Licenses: |
Long Term Care, Life, Health, Annuity, Disability
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| Financial Organization Memberships: |
Financial Planning Association (FPA)
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Firm Information |
| Assets Managed by Firm: |
$105,000,000
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| Assets Managed by Advisor: |
$105,000,000
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| Advisor's Number of Clients: |
200
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| Firm's Number of Clients: |
200
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Compliance |
| Criminal Disclosures in Last 5 years: |
I have a clean record
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Registered Investment Advisor: |
Yes
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| Registered Representative: |
Yes
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| Investment Advisor Representative: |
Yes
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| Acknowledged fiduciary: |
Yes
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Compensation and Fees |
| Compensation Methods: |
Based on Assets, Hourly, Flat Fee, Commissions
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