Brandon Keehr (CRD# 7569252) is an Investment Advisor Representative working at Schaeffer Financial LLC in Rockville, MD and has 1 year of experience in the finance industry. Brandon Keehr 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.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Grove Point Investments, LLC | Rockville, MD | Jul 2022 - Current | 1 |
| Schaeffer Financial, LLC | Rockville, MD | Jun 2022 - Current | 1 |
| United States Army | Fort Campbell, KY | Sep 1999 - Sep 2022 | 23 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2022 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MI
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Total Assets Under Management199MILLIONS
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Total Number of Accounts414ACCOUNTS
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Average Account Value$481,748
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, DC, FL, MD, MI, NC, NY, PA, TX, VA
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