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Isaac Keil

Fortis Capital Advisors, LLC

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About Isaac Keil

Isaac Keil is an investment advisor representative at Fortis Capital Advisors, LLC. Isaac has been in the industry for over 10 years and has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated, P.J. Robb Variable Corporation, and AXA Advisors, LLC. Isaac holds the Series 66, Series 7, and SIE licenses. Isaac is a Certified Financial Planner and specializes in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals. Isaac works with high net worth individuals, pension and profit sharing plans, and corporations or other businesses.

Firm Information

Isaac Keil is currently registered with Fortis Capital Advisors, LLC. Fortis Capital Advisors, LLC is a registered investment advisor headquartered in Prairie Village, Kansas. With over 30 professionals, the firm provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management services for individuals, businesses, and pension and profit-sharing plans. They manage over $630 million in assets for 1,579 clients, including high-net-worth individuals and corporations.
Fortis Capital Advisors, LLC

7301 MISSION ROAD

PRAIRIE VILLAGE, KS 66208

$630.58M

Assets Under Management

8

Total Clients

31

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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Isaac Keil’s Registration & Firm History

PA

08/16/2024 - Present

Fortis Capital Advisors, LLC (Yardley PA)

NJ

08/27/2013 - 08/20/2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PRINCETON NJ)

TN

06/11/2013 - 08/27/2013

P.J. ROBB VARIABLE CORPORATION (MEMPHIS TN)

NY

06/20/2007 - 06/17/2011

AXA ADVISORS, LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 07/11/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/19/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Isaac Keil.
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