Keith SechlerCRD 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.
Strategic Wealth Partners, Ltd.
Michael Brady & Company, LLC
|Keystone Financial Planning, Inc.||Middleburg Hts., OH||Jan 1987 - Current||31|
Total Assets Under Management162MILLIONS
Total Number of Accounts400ACCOUNTS
Average Account Value$406,135
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
FL, OH, TX