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Adam Michael Eilert

Keating Financial Advisory Services

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About Adam Michael Eilert

Adam Michael Eilert is an Investment Advisor Representative who has been in the industry since 2019. Adam is registered with Keating Financial Advisory Services and Raymond James Financial Services Advisors, Inc. Adam has passed the Series 7, Series 63, and Series 65 exams and offers financial planning services, investment recommendations, and investment research. Adam also works with Keating & Associates Inc. and Converse Financial Advisory, LLC.

Firm Information

Adam Eilert is currently registered with Keating Financial Advisory Services. Keating Financial Advisory Services, based in Manhattan, KS, is a financial advisory firm providing financial planning and investment recommendation/consulting services to individuals, businesses, and institutions. The firm has 27 licensed agents and 26 investment advisory functions, managing approximately $295,774,182 in assets for 148 clients, primarily pension and profit-sharing plans. Keating Financial Advisory Services offers educational seminars and focuses on providing personalized financial guidance.
Keating Financial Advisory Services

1011 POYNTZ AVENUE

MANHATTAN, KS 66502

$295.77M

Assets Under Management

Not reported

Total Clients

26

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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investment recommendation/consulting services

Investment recommendation/consulting services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Adam Eilert’s Registration & Firm History

KS

10/18/2023 - Present

Keating Financial Advisory Services (Wichita KS)

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Licenses & Designations

BC

Issued 02/10/2020

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 07/24/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/13/2019

Series 7TO - General Securities Representative Examination

BC

Issued 09/21/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Adam Michael Eilert.
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