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Rodney Perry Keyes

Asset Allocation Strategies, LLC

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About Rodney Perry Keyes

Rodney Keyes is an investment advisor representative for Asset Allocation Strategies, LLC. Rodney has been in the financial industry since 2000 and has a wide range of experience. Rodney has been registered with the state of Georgia since 2010. In addition to his work as an investment advisor representative, Rodney is also the owner of Higher Heights and an Independent Contractor/National Sales Director for Valuteachers. Rodney has a strong commitment to helping clients achieve their financial goals and is committed to providing personalized service.

Firm Information

Rodney Keyes is currently registered with Asset Allocation Strategies, LLC. Asset Allocation Strategies, LLC is an investment advisory firm located in Farmington, MI, with approximately 40 licensed agents and investment adviser representatives. They provide financial planning, educational seminars, and selection of other advisers, and manage portfolios for individuals and businesses. The firm manages over $626 million in assets for approximately 3,756 clients.
Asset Allocation Strategies, LLC

33335 GRAND RIVER

FARMINGTON, MI 48336

$626.74M

Assets Under Management

Not reported

Total Clients

37

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Rodney Keyes’s Registration & Firm History

GA

08/11/2020 - Present

Asset Allocation Strategies, LLC (Fayetteville GA)

GA

02/14/2012 - 07/10/2020

TRANSAMERICA FINANCIAL ADVISORS, INC (JOHNS CREEK GA)

GA

06/28/2010 - 01/23/2012

SYMETRA INVESTMENT SERVICES, INC. (FAYETTEVILLE GA)

IL

01/05/2000 - 12/31/2001

RICHARD B. VANCE & COMPANY (JOLIET IL)

CA

07/13/1998 - 12/31/1999

NATIONAL PLANNING CORPORATION (LOS ANGELES CA)

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Licenses & Designations

IA

Issued 12/22/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/06/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/25/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rodney Perry Keyes.
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