No matter what your financial goals are, achieving them requires ongoing strategy and preparation. As an experienced professional, I develop integrated strategies that are specific to your individual situation. Whether you're just starting out or planning the retirement you've always dreamed about, I can help you meet your goals.
As a Fortune 500 not-for-profit membership organization, Thrivent Financial helps its members achieve financial security by offering a broad range of products and services. What makes us different is what makes us strong. Because Thrivent Financial is membership-owned, we don?t answer to shareholders. We make decisions based on our members' best interests. In addition, we make it easier for you to help your congregation and community through outreach programs and activities.
For questions, concerns or customer service needs, please call my office at 262-333-8353 or you may contact Thrivent directly at 1-800-847-4836. For important disclosure information, visit Thrivent . com / disclosures.
|Firm Start Year:||2003|
|Name of Broker/Dealer:||Jeremy Keil, CFA, CFP, RICP|
|Name of Custodial Firm:||Thrivent Financial|
|States Licensed in:||CA, FL, IL, MD, MO, NV, OH, TX, WI, WY|
|Number of Years with Current Firm:||15|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Disability , Variable Life , Long Term Care , Variable Annuity , Life , Health , Annuity|
|Financial Organization Memberships:||Financial Planning Association (FPA)|
|Assets Managed by Advisor:||$85,000,000|
|Registered Investment Advisor:||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:||I am a Fee-Based financial professional|
|Compensation Methods:||Based on Assets , Flat Fee , Commissions , Subscriptions|
This page is not intended for communications between you and Thrivent Financial, its representatives or affiliates. For important disclosure information, visit thrivent.com/disclosures. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® CERTIFIED FINANCIAL PLANNER" and federally registered CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. Insurance products issued or offered by Thrivent Financial, the marketing name for Thrivent Financial for Lutherans, Appleton, WI. Not all products are available in all states. Products issued by Thrivent Financial are available to applicants who meet membership, insurability, U.S. citizenship and residency requirements. Securities and investment advisory services are offered through Thrivent Investment Management Inc., 625 Fourth Ave. S., Minneapolis, MN 55415, a FINRA and SIPC member and a wholly owned subsidiary of Thrivent. Thrivent Financial representatives are registered representatives of Thrivent Investment Management Inc. They are also licensed insurance agents/producers of Thrivent. Fee-based investment advisory services are available through qualified investment advisor representatives only. For additional important disclosures, visit Thrivent.com/disclosures.
Jeremy is a Wealth Advisor with Thrivent Financial. 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.
CFP® (Certified Financial Planner®)
CFA® (Chartered Financial Analyst®)
CLTC® (Certification for Long Term Care®)
ChFC® (Chartered Financial Consultant®)
CLU® (Chartered Life Underwriter®)
RICP® (Retirement Income Certified Professional®)
|East Troy||Elm Grove|
|Mon.||8:30 AM - 4:30 PM|
|Tue.||8:30 AM - 4:30 PM|
|Wed.||8:30 AM - 4:30 PM|
|Thu.||8:30 AM - 4:30 PM|
|Fri.||8:30 AM - 3:00 PM|