Alexandra Keelty, financial advisor Itasca IL

Alexandra Keelty

CRD Number: 6434097
Current Firm: Balasa Dinverno Foltz LLC

Alexandra Keelty (CRD# 6434097) is an Investment Advisor Representative working at Balasa Dinverno Foltz LLC in Itasca, IL and has over 5 years of experience in the finance industry. Alexandra Keelty 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
Balasa Dinverno Foltz LLC Itasca, IL Jul 2021 - Current < 1
Balasa Dinverno Foltz LLC Itasca, IL Jan 2020 - Jun 2021 1
Balasa Dinverno Foltz LLC Itasca, IL Jan 2018 - Dec 2019 1
Balasa Dinverno Foltz LLC Itasca, IL Jul 2016 - Dec 2017 1
University Of Illinois Urbana-champaign Champaign, IL Aug 2012 - May 2016 3
Balasa Dinverno Foltz LLC Itasca, IL Jun 2015 - Aug 2015 < 1
Km Aquatics Schaumburg, IL May 2013 - Aug 2014 1
Marianos Fresh Market Palatine, IL Dec 2011 - Aug 2012 < 1
Palatine High School Palatine, IL Aug 2008 - May 2012 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2016
Contact Info for Alexandra L. Keelty
Phone Number: 630-875-4900
Firm Website: http://www.bdfllc.com
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    5,366
    MILLIONS
  • Total Number of Accounts
    5,810
    ACCOUNTS
  • Average Account Value
    $923,663
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
Types of Clients
Registered States

AZ, CA, CO, FL, GA, IA, ID, IL, IN, LA, MA, MI, MN, MO, NC, NE, NH, NJ, NY, OH, PA, SC, TN, TX, UT, VA, WA, WI

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