Keagan RushmoreCRD Number: 5565755
Current Firm: Planmember Securities Corporation
Keagan Rushmore (CRD# 5565755) is an Investment Advisor Representative working at Planmember Securities Corporation in Grand Rapids, MI and has over 8 years of experience in the finance industry.
Gabridge & Company Financial Advisors, LLC
Robert W. Baird & Company Incorporated
Plaisier Financial Group LLC
|Society Of Financial Service Professionals||Society Of Financial Service Professionals, MI||Jun 2012 - Current||5|
|L2 Advisors, LLC||Grand Rapids, MI||Sep 2011 - Current||5|
|Planmember Securities Corporation||Carpinteria, CA||Feb 2009 - Current||8|
|Senior Financial Advisors||Grand Rapids, MI||Jan 2009 - Current||8|
|Coastline Studios||Grand Rapids, MI||Jan 2005 - Current||12|
|Advance Packaging||Grand Rapids, MI||Feb 2006 - Nov 2008||2|
|Caledonia Village||Caledonia, MI||Jan 2001 - May 2008||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2009|
|S65||NASAA Investment Advisors Law Examination||Jun 2009|
Total Assets Under Management2,638MILLIONS
Total Number of Accounts49,000ACCOUNTS
Average Account Value$53,828
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
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, VT, WA, WI, WV
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