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Jeremy Keil, CIMA®, CLTC, CFP®, CFA, ChFC®, CLU®, ChFC®
Keil Financial Partners

Tel: 262-333-8353
15350 W. National Ave
Suite 214
New Berlin, WI 53151
Keil Financial Partners | Financial Advisor in New Berlin ,WI

Discover Your Ideal Retirement Strategy


About Jeremy Keil

I love helping people learn more about their money. Why? Because I believe that the more you know about your money, the better decisions you will make with your money.

As a financial advisor at Keil Financial Partners and the host of the Retirement Revealed podcast, I work to simplify complex financial decisions so you can make smarter retirement, investment, and tax planning decisions.

Retirement should create enjoyment, not anxiety. Learn how you can make meaningful strides towards an enjoyable retirement with the 5-step retirement income plan weve developed to help you make the best choices with your money.

I'm more than happy to discuss how I can help you. If youd like to chat, please visit my calendar and set up a time that works best for you: http://www.calendly.com/jeremykeil

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)


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

Firm Start Year:   2003
No.of Employees:   2-4
Name of Custodial Firm:   Fidelity
States Licensed in:   CA, FL, IL, MD, MO, NV, OH, TX, WI, WY
Number of Years with Current Firm:   18
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

Qualifications & Memberships

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:   Flat Fee, Based on Assets, Commissions, Hourly

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Disclosures

See www.keilfp.com for important disclosures.

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


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

Social Networks

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