James Hagerman, financial advisor Springfield IL
87 score

James Hagerman

CRD Number: 4605066
Current Firm: Keb Asset Management, LLC

James Hagerman (CRD# 4605066) is an Investment Advisor Representative working at Keb Asset Management, LLC in Springfield, IL and has 1 year of experience in the finance industry.

Similar Advisors
Melody Anderson, financial advisor Springfield IL
Melody A. Anderson
CRD# 1728512
Northwestern Mutual Investment Services,llc
Score
96
Similar Advisors
Michael Armour, financial advisor Springfield IL
Michael K. Armour
CRD# 4553676
Cetera Investment Advisers LLC
Score
96
Similar Advisors
Rebecca Baum, financial advisor Springfield IL
Rebecca M. Baum
CRD# 1003443
Wells Fargo Advisors, LLC
Score
96
Professional Designations
Company Name Location Dates Years
Kerber Eck & Braeckel LLP Springfield, IL May 2012 - Current 4
Keb Asset Management LLC Springfield, IL May 2012 - Current 4
Keb Asset Management LLC Springfield, IL Feb 1999 - May 2012 13
Kerber Eck & Braeckel LLP Springfield, IL Nov 1993 - May 2012 18

James Hagerman has no recent exams reported.
Contact Info for James K. Hagerman
Phone Number: 217-789-0960
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    400
    MILLIONS
  • Total Number of Accounts
    1,381
    ACCOUNTS
  • Average Account Value
    $289,996
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

FL, IL, MI, MO, TX

Ready to hire a financial advisor? Get competitive proposals from James Hagerman and other advisors.
BADGES
87
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.