Chad Keim (CRD# 2516391) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Sturgis, MI and has over 29 years of experience in the finance industry.
CRD# 2635329
Ami Investment Management Inc.
CRD# 7082297
Everence Capital Management, Inc.
CRD# 5277988
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Advisers LLC | Schaumburg, IL | Jun 2023 - Current | < 1 |
| Cetera Advisor Networks LLC | El Segundo, CA | Sep 2019 - Current | 4 |
| Summit Financial Group, Inc. | Sturgis, MI | Mar 2018 - May 2021 | 3 |
| Summit Brokerage Services Inc. | Sturgis, MI | Mar 2018 - Sep 2019 | 1 |
| Raymond James Financial Services, Inc. | Sturgis, MI | Jul 2016 - Mar 2018 | 1 |
| Raymond James Financial Services Advisors Inc. | Sturgis, MI | Jul 2016 - Mar 2018 | 1 |
| Sturgis Bank & Trust (capital Brokerage) | Sturgis, MI | Jul 1995 - Mar 2018 | 22 |
| Linsco/private Ledger Corp. | Sturgis, MI | Jan 1999 - Jul 2016 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1994 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2010 |
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 Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
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