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Jeremy Keil

Keil Financial Partners

15350 W. National Ave
Suite 214

New Berlin, WI 53151
(262) 3338353

Discover Your Ideal Retirement Strategy

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

Firm Start Year

2003

No.of Employees

2-4

CRD#

4673347

Firm CRD#

304569

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

Years of Experience in Financial Services

16

Number of Years with Current Firm

16

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

Qualifications & Membership

Certifications, Accreditations & Designations

Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER™ Certificant, Chartered Financial Consultant (ChFC®), Certified in Long-Term Care (CLTC), Chartered Life Underwriter (CLU®), 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

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Subscriptions

Disclaimer

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