Unclaimed
Seth Keethler is an investment advisor representative with LPL Financial LLC. Seth has been in the securities industry since October 2, 2017. He is registered with the state of Missouri and has been with LPL Financial LLC since August 16, 2023. Previously, Seth was an investment advisor representative at Commerce Brokerage Services, Inc. and Edward Jones. Seth has a Series 7, Series 66, and Securities Industry Essentials (SIE) licenses. Seth's specializations include asset allocation, retirement planning, insurance, and college savings. Seth provides financial planning services to individuals, families, and businesses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MO
08/16/2023 - Present
LPL Financial LLC (Kansas City MO)
MO
05/26/2021 - 08/16/2023
COMMERCE BROKERAGE SERVICES, INC. (Kansas City MO)
MO
09/12/2017 - 05/04/2021
EDWARD JONES (BETHANY MO)
BOTH
Issued 10/07/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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