Adam Eilert (CRD# 7093353) is an Investment Advisor Representative working at Keating Financial Advisory Services in Wichita, KS and has over 4 years of experience in the finance industry.
CRD# 6242646
Equitable Advisors, LLC
CRD# 5858361
American Independent Securities Group, LLC
CRD# 4001851
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Keating Financial Advisory Services, Inc. | Wichita, KS | Oct 2023 - Current | < 1 |
| Converse Financial Advisory, LLC | Wichita, KS | Feb 2021 - Current | 3 |
| Raymond James Financial Services Advisors, Inc. | Wichita, KS | Feb 2020 - Current | 4 |
| Raymond James Financial Services, Inc. | Wichita, KS | Jun 2019 - Current | 4 |
| Keating & Associates Inc. | Wichita, KS | Jun 2019 - Current | 4 |
| Aspyre Wealth Partners | Overland Park, KS | Jun 2018 - May 2019 | < 1 |
| Quik Cats-kansas State University | Manhattan, KS | Jan 2016 - Jun 2018 | 2 |
| Kansas Building Products | Wichita, KS | May 2016 - Jan 2018 | 1 |
| Kansas State University | Manhattan, KS | Aug 2015 - Jan 2016 | < 1 |
| Dillons Marketplace | Derby, KS | May 2014 - Aug 2015 | 1 |
| Rose Hill Bank | Rose Hill, KS | Jan 2012 - Aug 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2019 |
| S63 | Uniform Securities State Law Examination | Feb 2020 |
- KS
-
Total Assets Under Management296MILLIONS
-
Total Number of Accounts148ACCOUNTS
-
Average Account Value$1,998,474
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Educational seminars/workshops
- Other
CO, FL, IL, KS, MO, NC, NE, NY, TX
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 derived from SEC.gov data covering 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.
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.