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Jannis Marie Keeling

Correll Co. Investment Services Corp.

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About Jannis Marie Keeling

Jannis Keeling is a financial advisor with over 25 years of experience in the industry. Jannis is currently registered with Correll Co. Investment Services Corp. Jannis's previous experience includes working with Investment Centers of America, Inc., American General Securities Incorporated, and Franklin Financial Services Corporation. Jannis is licensed to offer financial advice in Arkansas, Florida, Georgia, Idaho, Illinois, Iowa, Missouri, and Texas. Jannis specializes in retirement planning and investments.

Firm Information

Jannis Keeling is currently registered with Correll Co. Investment Services Corp.. Correll Co. Investment Services Corp. is a Corporation formed in December 1995. The firm is registered with the SEC and 16 states, and has a total of 260,311,837 in regulatory assets under management. They offer investment advisory services including pension consulting and portfolio management for individuals. Their client base includes pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.

$260.31M

Assets Under Management

79

Total Clients

8

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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percentage of assets

A percentage of the total value of assets under management is charged.

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Jannis Keeling’s Registration & Firm History

MO

10/17/2017 - Present

Correll Co. Investment Services Corp. (Bolivar MO)

MO

11/29/2004 - 10/17/2017

INVESTMENT CENTERS OF AMERICA, INC. (BOLIVAR MO)

AZ

10/01/2002 - 11/30/2004

AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)

TX

01/17/1996 - 10/01/2002

FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)

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Licenses & Designations

IA

Issued 11/06/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/08/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/07/2000

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/03/2005

Series 7 - General Securities Representative Examination

BC

Issued 01/08/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jannis Marie Keeling.
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