Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mikel? Claim Your ProfileMikel Shawn Keifer is a financial advisor with Cerity Partners LLC, a firm that provides financial advice to individuals, families, and institutions. Mikel has been in the financial services industry since February 2003. Mikel is a Chartered Financial Analyst and is registered with the state of California. Mikel's office is located in Lafayette, California. The office is one of two locations for the firm, the other is in New York, New York. The firm's focus is on providing financial planning and investment management services.
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.
Tax services; bill pay
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.
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2
CA
05/02/2023 - Present
Cerity Partners LLC (LAFAYETTE CA)
Active
Inactive
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