Susan Shackelford-Davis, financial advisor Springfield IL
93 score

Susan Shackelford-Davis

CRD Number: 874696
Current Firm: Keb Asset Management, LLC

Susan Shackelford-Davis (CRD# 874696) is an Investment Advisor Representative working at Keb Asset Management, LLC in Springfield, IL and has over 36 years of experience in the finance industry.

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Company Name Location Dates Years
Keb Asset Management, LLC Springfield, IL Jan 2011 - Current 7
Shackelford Associates Webster Groves, MO Aug 2010 - Dec 2010 < 1
Buckingham Asset Management, LLC Clayton, MO Feb 2007 - Jul 2010 3
Bam Advisor Services, LLC Clayton, MO Feb 2007 - Jul 2010 3
Bam Risk Management, LLC Clayton, MO Feb 2007 - Jul 2010 3
Bam Management LLC Clayton, MO Feb 2007 - Jul 2010 3
Bam Advisor Services LLC St. Louis, MO Jan 2003 - Feb 2007 4
Bemiston Insurance Services, LLC St. Louis, MO Jan 2001 - Feb 2007 6
Buckingham Asset Management, Inc. St. Louis, MO Dec 1997 - Feb 2007 9
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-Davis
Phone Number: 217-789-0960
Registered State(s):
  • IL
  • MO
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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


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This advisor has a clean track record with regulators.

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