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Simon F Keogh

Continuum Advisory, LLC

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About Simon F Keogh

Simon Keogh is a financial advisor who has been in the industry since March 2006. Simon is registered with Continuum Advisory, LLC and currently holds licenses in Arkansas and California. Simon has a history of working with other firms including TRIAD ADVISORS LLC, SIGNATOR INVESTORS, INC., and TRANSAMERICA FINANCIAL ADVISORS, INC. Simon is experienced in financial planning, pension consulting, and portfolio management for both individuals and businesses.

Firm Information

Simon Keogh is currently registered with Continuum Advisory, LLC. Continuum Advisory, LLC is an investment advisory firm based in Eagle, ID. The firm manages approximately $1 billion to $10 billion in assets for a variety of clients, including high-net-worth individuals, corporations, pension plans, and charitable organizations. They offer a wide range of services, including financial planning, portfolio management, and selection of other advisors. Continuum Advisory, LLC participates in wrap fee programs.
Continuum Advisory, LLC

873 E. STATE STREET

EAGLE, ID 83616

$1.29B

Assets Under Management

2,953

Total Clients

35

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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Simon Keogh’s Registration & Firm History

AR

12/12/2017 - Present

Continuum Advisory, LLC (Bentonville AR)

AR

12/12/2017 - 08/23/2024

TRIAD ADVISORS LLC (Bentonville AR)

AR

05/13/2016 - 12/22/2017

SIGNATOR INVESTORS, INC. (BENTONVILLE AR)

AR

09/04/2009 - 05/13/2016

TRANSAMERICA FINANCIAL ADVISORS, INC (BENTONVILLE AR)

AR

03/06/2006 - 09/04/2009

TRANSAMERICA FINANCIAL ADVISORS, INC. (BENTONVILLE AR)

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Licenses & Designations

BOTH

Issued 04/24/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/03/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Simon F Keogh.
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