Jeremy  Keil,  CFP<sup>&reg;</sup> - Financial Advisor

Jeremy Keil, CFP®

CFA®

Wealth Advisor

Keil Financial Partners

15350 W National Ave, Ste 214
New Berlin, WI 53151
FINANCIAL ADVISOR'S WEBSITE
(262) 333-8353 CONNECT WITH Jeremy
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General

Jeremy Keil is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Keil Financial Partners in New Berlin, WI and the surrounding communities.

Financial Advisor Overview

I love helping people learn more about their money. What I love even more is helping others discover their ideal retirement strategy. That’s why the Keil Financial Partners team and I work to take complex financial decisions and make them simple so you can make better decisions about your money. As one of six of the 10,000+ financial advisors in Wisconsin with the CERTIFIED FINANCIAL PLANNER™ professional AND Chartered Financial Analyst® charter holder designation, I have a deep knowledge of, and a passion for, financial planning and helping clients improve their return on life. Retirement shouldn’t be a burden. Let us reveal your ideal retirement picture. I'm more than happy to discuss how I can help you. If you’d like to chat, please visit my calendar and set up a time that works best for you: http://bit.ly/KeilFP-Booking Keil Financial Partners is part of the Thrivent Advisor Network, a registered investment advisor based in Minnesota.

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Financial Advisor Experience

As a Wealth Advisor, I work with clients every day to help them overcome uncertainty around their finances and retirement. I strive to bring clients more confidence around their money and help them work towards the lifestyle and retirement they envision by uncovering their ideal retirement strategy. You get one shot at retirement, so let’s do it right!

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Investment Management Analyst (CIMA®)
  • Chartered Financial Analyst (CFA)
  • Chartered Financial Consultant (ChFC®)
  • Other - Certified Kingdom Advisor

Insurance Licenses

  • Life insurance: CA, FL, ID, MD, MO, NV, OH, TX, WI, WY
  • Health/disability insurance: CA, FL, ID, MD, MO, NV, OH, TX, WI, WY
  • Fixed annuities: CA, FL, ID, MD, MO, NV, OH, TX, WI, WY

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

 

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Life Planning, Startup, Succession Planning, Long-term Care, Sudden Wealth

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Helpful Financial Planning Resources