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.

Firm Start Year

No.of Employees

CRD#

Firm CRD#

Name of Broker/Dealer

Name of Custodial Firm

States Licensed in

Years of Experience in Financial Services

Number of Years with Current Firm

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

I am an acknowledged fiduciary

Compliance Disclosures in Last 5 years

Criminal Disclosures in Last 5 years

Certifications, Accreditations & Designations

Securities Licenses

Insurance and Annuity Licenses

Financial Organization Memberships

Firm's Number of Clients

Firm's Number of Planning Clients

Firm's Number of Managed Clients

Assets Managed by Firm

Assets Managed by Advisor

Fee Structure

Compensation Methods

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