Susan Shackelford, financial advisor Springfield IL

Susan Shackelford

CRD Number: 874696
Current Firm: Keb Wealth Advisors

Susan Shackelford (CRD# 874696) is an Investment Advisor Representative working at Keb Wealth Advisors in Springfield, IL and has over 42 years of experience in the finance industry.

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Company Name Location Dates Years
Keb Wealth Advisors Springfield, IL Jan 2011 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1981
S65 NASAA Investment Advisors Law Examination Dec 1997
Contact Info for Susan L. Shackelford
Phone Number: (217) 789-0960
Registered State(s):
  • IL
  • MO
By the Numbers
  • Total Assets Under Management
    933
    MILLIONS
  • Total Number of Accounts
    1,967
    ACCOUNTS
  • Average Account Value
    $474,542
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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)
Types of Clients
Registered States

AZ, FL, IL, IN, KS, LA, MI, MN, MO, NC, PR, SC, TX

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