Unclaimed
Brandon Keehr is a Certified Financial Planner™ professional with Schaeffer Financial LLC. Brandon has been in the financial services industry since 2022. Brandon has offices in both Rockville, MD and Kalamazoo, MI. Brandon specializes in financial planning, investment advisory services and educational seminars. Brandon is registered with FINRA as an Investment Advisor Representative and registered with the state of Michigan.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Negotiated rates based on est. time spent on specific project
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2
MD
01/01/2025 - Present
Schaeffer Financial LLC (ROCKVILLE MD)
BC
Issued 08/26/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/02/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/27/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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