Jeremy Keil
Thrivent Financial

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

About Thrivent Financial

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.


General Information

Firm Start Year:   2003
No.of Employees:   5-9
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)


Firm Information

Assets Managed by Advisor:   $85,000,000


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:   I am a Fee-Based financial professional
Compensation Methods:   Based on Assets , Flat Fee , Commissions , Subscriptions



Disclosures

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 Keil

Jeremy Keil

CFA®, CLU®, CFP®, ChFC®, CLTC, RICP


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.

Certifications:

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®)

Communities Served

Big Bend Brookfield
Burlington Butler
Caledonia Colgate
Cudahy Delafield
Dousman Eagle
East Troy Elm Grove
Franklin Franksville
Germantown Greendale
Hartland Hubertus
Kansasville Lannon
Menomonee Falls Mequon
Milwaukee Mukwonago
Nashotah North Prairie
Oak Creek Oconomowoc
Okauchee Pewaukee
Racine Rochester
South Milwaukee Sturtevant
Sussex Thiensville
Union Grove Wales
Waterford Waukesha
Elkhorn

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

Social Networks


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