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Brent Keyes is an investment advisor representative at AE Wealth Management, LLC. Brent Keyes has been in the financial services industry since February 2004. Brent Keyes has a Series 6 and a Series 65 license. Brent Keyes specializes in providing financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. Brent Keyes is licensed to provide investment advisory services in South Dakota. Brent Keyes is also an insurance agent and Vice President at Millennium Financial Services, Inc.
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.
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.
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2
SD
09/13/2021 - Present
AE Wealth Management, LLC (Watertown SD)
FL
03/17/2008 - 08/20/2008
INTERSECURITIES, INC. (ST. PETERSBURG FL)
IA
Issued 07/26/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/14/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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