Jeremy Keil

Keil Financial Partners

15350 W. National Ave
Suite 214

New Berlin, WI 53151

262-333-8353

Discover Your Ideal Retirement Strategy

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)

General Information

Firm Start Year

2003

No.of Employees

2-4

CRD#

4673347

Firm CRD#

304569

Name of Custodial Firm

Fidelity

States Licensed in

CA, FL, IL, MD, MO, NV, OH, TX, WI, WY

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Individual Investors

Advisory Services Provided

Financial Planning for Businesses, Financial Planning for Individuals, Risk Management, Money Management, Wealth Management, 401K Rollovers, Portfolio Management, Financial Planning, Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting, Retirement Planning

Services

Investment Types

Insurance, Mutual Funds, Bonds, Stocks, Annuities, Exchange Traded Funds (ETFs)

Can meet clients in the following ways

Our Offices, Video Conference, Our Office, Via Phone, Via Email

Compliance

Registered Investment Advisor

Yes

Registered Representative

Yes

Investment Advisor Representative

Yes

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

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, ChFC®, Certified in Long-Term Care (CLTC), Chartered Financial Analyst (CFA), Chartered Life Underwriter (CLU®), Certified Investment Management Analyst (CIMA®), Chartered Financial Consultant (ChFC®)

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

200

Assets Managed by Firm

$105,000,000

Advisor's Number of Clients

200

Assets Managed by Advisor

$105,000,000

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Hourly

Disclosures

See www.keilfp.com for important disclosures.

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