wiseradvisor

Jeremy Keil
Keil Financial Partners

Tel: (262) 333-8353
15350 W. National Ave
Suite 214
New Berlin, WI 53151

Discover Your Ideal Retirement Strategy

Keil Financial Partners | Financial Advisor in New Berlin ,WI

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
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
Number of Years with Current Firm:   16


Qualifications & Memberships

Insurance and Annuity Licenses:   Annuity, Health, Life, Long Term Care, Disability
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:   Fee-Based (Fee and Commissions)
Compensation Methods:   Commissions, Based on Assets, Flat Fee, Subscriptions



Disclaimer

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

Jeremy Keil

Jeremy Keil

CFA, ChFC®, CIMA®, CLTC, CERTIFIED FINANCIAL PLANNER™ Certificant, CLU®, ChFC®

Jeremy is a Wealth Advisor with Keil Financial Partners. Out of over 10,000 financial advisors in Wisconsin, he is one of only six who hold both the Chartered Financial Analyst (CFA®) and Certified Financial Planner (CFP®). Additionally, Jeremy is a Certificated Kingdom Advisor.

Jeremy has taught CFP® curriculum courses at Wisconsin Lutheran College and has served as an adjunct professor at Concordia University Wisconsin in Mequon, WI.

Certifications:

CFP® (Certified Financial Planner®) CFA® (Chartered Financial Analyst®) CLTC® (Certification for Long Term Care®) CIMA® (Certified Investment Management Analyst) ChFC® (Chartered Financial Consultant®) CLU® (Chartered Life Underwriter®) RICP® (Retirement Income Certified Professional®) CKA® (Certified Kingdom Advisor)

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

Office Hours

wiseradvisor-balck-li-img Mon. 8:30 AM - 4:30 PM
wiseradvisor-balck-li-img Tue. 8:30 AM - 4:30 PM
wiseradvisor-balck-li-img Wed. 8:30 AM - 4:30 PM
wiseradvisor-balck-li-img Thu. 8:30 AM - 4:30 PM
wiseradvisor-balck-li-img Fri. 8:30 AM - 3:00 PM

Communities Served

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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