Keith Gredys, financial advisor West Des Moines IA
80 score

Keith Gredys

CRD Number: 4578790
Current Firm: Independent Financial Partners

Keith Gredys (CRD# 4578790) is an Investment Advisor Representative working at Independent Financial Partners in West Des Moines, IA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC West Des Moines, IA Mar 2011 - Current 5
Fuerza Financial, LLC West Des Moines, IA Mar 2011 - Current 5
Independent Financial Partners, Inc. Tampa, FL Nov 2010 - Current 6
Kidder Benefits Consultants, Inc. West Des Moines, IA Mar 1996 - Current 20
Nrp Advisors, Inc. Bryan, OH Feb 2008 - Nov 2010 2
Oberlin Financial Corp Bryan, OH Jul 2006 - Nov 2010 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2011
Disclosure Information

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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Keith J. Gredys
Phone Number: 813-341-0960
Registered State(s):
  • AZ
  • CA
  • FL
  • IL
  • KS
  • MI
  • MN
  • MO
  • OH
  • OK
  • SD
  • VA
  • WI
  • IA
  • NE
  • TX
  • PA
By the Numbers
  • Total Assets Under Management
    4,348
    MILLIONS
  • Total Number of Accounts
    24,542
    ACCOUNTS
  • Average Account Value
    $177,153
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
80

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