Ross Hager, financial advisor Springfield IL

Ross Hager

CRD Number: 6017642
Current Firm: Keb Wealth Advisors

Ross Hager (CRD# 6017642) is an Investment Advisor Representative working at Keb Wealth Advisors in Springfield, IL and has over 11 years of experience in the finance industry. Ross Hager has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Keb Wealth Advisors Springfield, IL Aug 2021 - Current 2
Keb Wealth Advisors Springfield, IL Apr 2019 - Aug 2021 2
Raymond James Financial Services Advisors Inc. Champaign, IL Feb 2013 - Apr 2019 6
Raymond James Financial Services Champaign, IL May 2012 - Apr 2019 6
Busey Investment Services Bloomington, IL May 2012 - Apr 2019 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2012
S65 NASAA Investment Advisors Law Examination Jan 2013
Contact Info for Ross A. Hager
Phone Number: (217) 789-0960
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    933
    MILLIONS
  • Total Number of Accounts
    1,967
    ACCOUNTS
  • Average Account Value
    $474,542
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, FL, IL, IN, KS, LA, MI, MN, MO, NC, PR, SC, TX

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