Kevin Keller (CRD# 7597784) is an Investment Advisor Representative working at Assetmark, Inc. in Chicago, IL and has 1 year of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Assetmark Financial Holdings, Inc. | Chicago, IL | May 2022 - Current | 2 |
Assetmark Brokerage, LLC | Chicago, IL | May 2022 - Current | 2 |
Assetmark Financial Holdings, Inc. | Chicago, IL | Jun 2021 - May 2022 | < 1 |
The Summit | Iowa City, IA | Aug 2020 - May 2021 | < 1 |
Bird's Nest | Chicago, IL | Jan 2018 - Aug 2020 | 2 |
Fortune Fish & Gourmet | Bensenville, IL | May 2019 - Aug 2019 | < 1 |
Lyons Township Highschool | La Grange, IL | Jan 2012 - Jan 2018 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Aug 2022 |
S63 | Uniform Securities State Law Examination | Oct 2022 |
- IL
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Total Assets Under Management65,618MILLIONS
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Total Number of Accounts374,574ACCOUNTS
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Average Account Value$175,181
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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