Ann McKeever, financial advisor Green Bay WI
93 score

Ann McKeever

CRD Number: 3142765
Current Firm: Commonwealth Financial Network

Ann McKeever (CRD# 3142765) is an Investment Advisor Representative working at Commonwealth Financial Network in Green Bay, WI and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Financial Consulting Services, Inc. Green Bay, WI May 2015 - Current 1
Commonwealth Financial Network Waltham, MA May 2015 - Current 1
Morgan Stanley Green Bay, WI Mar 2014 - May 2015 1
Bmo Harris Financial Advisors, Inc. Green Bay, WI Aug 2012 - Mar 2014 1
Lpl Financial Charlotte, NC Nov 2010 - Jun 2012 1
First Midwest Bank Midlothian, IL Jan 2010 - Jun 2012 2
Uvest Financial Services Group, Inc. Charlotte, NC Jan 2010 - Nov 2010 < 1
Citigroup Global Markets Inc. Tinley Park, IL May 2007 - Jan 2010 2
Citicorp Investment Services Tinley Park, IL Dec 2002 - Oct 2007 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1999
S65 NASAA Investment Advisors Law Examination Apr 2000
Contact Info for Ann McKeever
Phone Number: 781-736-0700
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    52,073
    MILLIONS
  • Total Number of Accounts
    229,200
    ACCOUNTS
  • Average Account Value
    $227,194
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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