Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Anthony Guertin is a financial advisor with Onedigital Investment Advisors. Keith is registered with the state of Kansas. Keith has been in the industry since July 16, 2006 and has experience with OneAmerica Securities, Inc., MML Investors Services, Inc., New England Securities, J.P. Turner & Company, LLC, LPL Financial LLC, and Triad Advisors, Inc. Keith has passed the Series 66, Series 7 and the Securities Industry Essentials Examination.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
KS
05/08/2015 - Present
Onedigital Investment Advisors (OVERLAND PARK KS)
KS
02/16/2017 - 08/23/2024
TRIAD ADVISORS LLC (Overland Park KS)
KS
05/08/2015 - 01/11/2017
LPL FINANCIAL LLC (OVERLAND PARK KS)
KS
12/03/2012 - 03/12/2015
J.P. TURNER & COMPANY, L.L.C. (OVERLAND PARK KS)
MO
10/14/2009 - 12/18/2012
ONEAMERICA SECURITIES, INC. (LEES SUMMIT MO)
KS
11/20/2008 - 10/06/2009
MML INVESTORS SERVICES, INC. (OVERLAND PARK KS)
KS
05/15/2006 - 12/04/2008
NEW ENGLAND SECURITIES (OVERLAND PARK KS)
BOTH
Issued 08/01/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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