Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Gredys is a financial advisor registered with Independent Financial Partners. Keith Gredys provides financial planning and investment advice to a wide range of clients, including individuals, families, and businesses. Keith Gredys is also a registered representative of IFP Securities, LLC. Keith Gredys is licensed to sell insurance and provides qualified and non-qualified plan design, business solution planning, participant education, non-variable and non-security deferred compensation, life insurance, fixed annuities and disability insurance.
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.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
IA
11/13/2023 - Present
Independent Financial Partners (Urbandale IA)
IA
05/11/2011 - 05/23/2019
LPL FINANCIAL LLC (WEST DES MOINES IA)
BOTH
Issued 06/17/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/18/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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