Unclaimed
Jeremy Keil is a financial advisor with Thrivent Advisor Network, LLC in New Berlin, WI, and has over 20 years of experience in the industry. Jeremy has held previous roles with THRIVENT INVESTMENT MANAGEMENT INC. and THRIVENT FINANCIAL FOR LUTHERANS. Jeremy holds both Series 66 and Series 7 licenses and is registered with the states of Texas and Wisconsin. The advisor specializes in various areas of financial planning, including: Retirement planning, College savings, Estate planning, Insurance, and Investment management. In addition to being an advisor, Jeremy is also involved in various community organizations, including the Lutheran Home Foundation and Lakepoint Church.
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.
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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WI
09/30/2019 - Present
Thrivent Advisor Network, LLC (New Berlin WI)
WI
07/02/2003 - 09/25/2019
THRIVENT INVESTMENT MANAGEMENT INC. (New Berlin WI)
BOTH
Issued 07/01/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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