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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Paladin Research Report For:

Jeremy Keil

Keil Financial Partners

Jeremy Keil, a financial fiduciary has been a Paladin Registry member since 2018. Jeremy is the owner of Keil Financial Partners. Jeremy holds the Chartered Financial Analyst , Certified Financial Planner , Chartered Financial Consultant , Certified in Long-Term Care , Retirement Income Certified Professional , Chartered Life Underwriter , Certified Kingdom Advisor , Certified Investment Management Analyst certifications and has over 16 years of experience. Jeremy provides financial services to clients in the New Berlin, Wisconsin area.

I. Snapshot

A. Registry Member
  • Since 2018
B. Years of Experience
  • 16
C. College Degrees
  • McDaniel - BA Physics
D. Certifications
  • CFA®, CFP®, ChFC®, CLTC, RICP™, CLU®, CKA®, CIMA®
E. Financial Fiduciary
  • Yes
F. Business Philosophy
  • Read Business Philosophy

    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.

G. Asset Requirement
  • $250,000

II. Contact Information

A. Key Contact
B. Main Location
  • 15350 West National Avenue
    214
    New Berlin, Wisconsin, 53151
C. Telephone
  • 262.333.8353

III. Internet

A. Visit Website
B. Social Connections

IV. Firm(s)

A. Name of Firm
  • Keil Financial Partners
B. Relationship to Firm
  • Owner
C. Name of RIA
  • Thrivent Advisor Network
D. Name of Broker/Dealer
  • None
E. Name(s) of Custodian(s)
  • Fidelity Investments

V. Credentials

A. Years of Financial Experience
  • 16 Years
B. College, Degrees, Years
  • McDaniel - BA Physics
D. Financial Industry Associations (Active Memberships)
  • Financial Planning Association
  • WICPA

VI. Registration, Licensing,
Compliance

A. RIA/IAR Registration
  • IAR
B. Type of RIA Registration
  • SEC
C. Industry Licenses
  • Insurance License(s)
D. Registration & License Numbers
  • CRD: 4673347
  • IARD: 18387
  • Insurance: 7740265
E. State Licences
  • Financial Advice, Services for Fees: All 50 States
  • Investment Products for Commission: Not Applicable
  • Insurance Products for Commission: See List
    • California
    • Connecticut
    • Florida
    • Illinois
    • Indiana
    • Maryland
    • Missouri
    • Nevada
    • New Mexico
    • Ohio
    • Texas
    • Wisconsin
    • Wyoming
F. Compliance Record (Investment)
  • No Disclosures
G. Compliance Record (Insurance)
  • No Disclosures
H. Criminal Disclosure(s)
  • None
I. Additional Disclosure(s)
  • Keil Financial Partners is part of the Thrivent Advisor Network, a registered investment advisor based in Minnesota.
J. View our ADV(s)
K. Links

VII. Business Data & Practices

A. Business Philosophy
  • Read Business Philosophy

    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.

B. Minimum Asset Requirement
  • $250,000
C. Number of Current Clients
  • 140
D. Assets (Management, Advisement)
  • $75,000,000
E. Methods of Compensation
  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee
  • Commissions (Investment Products)
  • Commissions (Insurance Products)
F. Methods of Communication
  • Face-to-Face Meetings
  • Telephone
  • Email
  • Skype/Voice
  • Skype/Video-Voice
G. Types of Reports (Frequency)
  • Performance (Quarterly)
  • Brokerage Statement (Monthly)
  • Market Environment (Quarterly)
  • Newsletters (Quarterly)
H. Second Language(s)
  • None
I. Value Statement
  • View Value Statement
    We are a planning first firm, focused on helping you avoid retirement mistakes. - We will work with you how you want to work, whether it's creating a plan for retirement once, helping you along the way on an ongoing basis, or working together on your investments. We focus first on helping you control the things you can control by creating a plan for your retirement, not just trying to sell you an investment product. - We don't have an account minimum and won't force you to move your investments if you want to work with us. We work exclusively with clients preparing for retirement. - Others may focus on everyone and have no specialty. Our specialty is retirement planning: helping you have enough fun when you're young, while having enough money to live on when you're older.

VIII. Clients & Services

A. Types of Clients
  • Individuals & Couples (Working)
  • Individuals & Couples (Retired)
  • Business Pension Plans
  • Business (Taxable)
  • Endowments & Foundations
B. Types of Financial Services
  • Planning Advice & Services
  • Investment Advice & Services
  • Insurance Products
  • Investment Products (Commission)
C. Discretionary Asset Management
  • Discretionary and Non-Discretionary
D. Limited Engagement Services
  • Planning Only
  • Financial Plan Reviews
  • Investment Portfolio Reviews

IX. Certification

Advisor Name
  • Jeremy Keil
Most Recent Update:
  • Oct 14, 2019

BASIC INFORMATION NEEDED FOR THE INQUIRY

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