Keith Sechler, financial advisor Middleburg Heights OH
90 score

Keith Sechler

CRD Number: 4441368
Current Firm: Keystone Financial Planning Inc.

Keith Sechler (CRD# 4441368) is an Investment Advisor Representative working at Keystone Financial Planning Inc. in Middleburg Heights, OH and has 1 year of experience in the finance industry. Keith Sechler 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
Keystone Financial Planning, Inc. Middleburg Hts., OH Jan 1987 - Current 29

Keith Sechler has no recent exams reported.
Contact Info for Keith L. Sechler
Phone Number: 440-234-6323
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    162
    MILLIONS
  • Total Number of Accounts
    400
    ACCOUNTS
  • Average Account Value
    $406,135
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

FL, OH, TX

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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