Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you April? Claim Your ProfileApril Marie Keil is a financial advisor with over 20 years of experience in the industry. She currently works for LPL Financial LLC. Previously, April Marie Keil was a financial advisor at BMO Harris Financial Advisors, Inc. and M&I Financial Advisors, Inc. April Marie Keil is licensed to provide financial advice in several states, including Alabama, Arkansas, California, Colorado, Florida, Illinois, Indiana, Massachusetts, Michigan, Minnesota, New York, Texas, and Wisconsin. She has a strong background in providing financial planning, portfolio management, and other advisory services to individuals, businesses, and institutions.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WI
04/05/2022 - Present
LPL Financial LLC (GREEN BAY WI)
WI
08/01/2012 - 01/30/2013
BMO HARRIS FINANCIAL ADVISORS, INC. (NEENAH WI)
WI
02/07/2008 - 08/01/2012
M&I FINANCIAL ADVISORS, INC (APPLETON WI)
WI
04/21/2005 - 01/28/2008
WELLS FARGO INVESTMENTS, LLC (APPLETON WI)
NY
12/21/2000 - 04/12/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
MN
06/06/2000 - 12/14/2000
AAL CAPITAL MANAGEMENT CORPORATION (MINNEAPOLIS MN)
IA
Issued 04/01/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/03/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2003
Series 7 - General Securities Representative Examination
BC
Issued 06/05/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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