Unclaimed
Keith Earl Murphy is a financial advisor with over 30 years of experience in the industry. Keith has a broad range of experience and offers financial planning, portfolio management, and pension consulting to individuals, businesses, and charitable organizations. Keith is currently registered with Highpoint Planning Partners. Prior to joining Highpoint Planning Partners, Keith was registered with American Express Financial Advisors Inc. and IDS Life Insurance Company.
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.
1
2
MI
12/08/2021 - Present
Highpoint Planning Partners (Bloomfield Hills MI)
MN
01/22/1992 - 03/31/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/22/1992 - 03/31/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 04/30/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/24/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/10/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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