Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Keim is a financial advisor with over 28 years of experience in the financial services industry. Chad is currently registered with Kestra Advisory Services, LLC and Kestra Investment Services, LLC. Chad has held previous positions with Cetera Advisor Networks LLC, Summit Brokerage Services, Inc., Raymond James Financial Services, Inc., and LPL Financial LLC. Chad is a Series 7, Series 24, Series 63, and Series 65 licensed professional. Chad is a member of the Financial Industry Regulatory Authority (FINRA). Chad specializes in financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals.
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.
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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MI
09/05/2024 - Present
Kestra Advisory Services, LLC (Sturgis MI)
MI
09/20/2019 - 09/04/2024
CETERA ADVISOR NETWORKS LLC (STURGIS MI)
MI
03/15/2018 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (STURGIS MI)
MI
07/18/2016 - 03/19/2018
RAYMOND JAMES FINANCIAL SERVICES, INC. (STURGIS MI)
MI
01/22/1999 - 07/19/2016
LPL FINANCIAL LLC (STURGIS MI)
VA
11/21/1995 - 01/29/1999
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
MO
08/19/1994 - 07/13/1995
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
IA
Issued 10/15/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/25/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/17/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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