Adam Eilert, financial advisor Wichita KS

Adam Eilert

CRD Number: 7093353
Current Firm: Keating Financial Advisory Services

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.

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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 5
Keating & Associates Inc. Wichita, KS Jun 2019 - Current 5
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
Contact Info for Adam M. Eilert
Phone Number: 785-537-0366
Registered State(s):
  • KS
By the Numbers
  • Total Assets Under Management
    296
    MILLIONS
  • Total Number of Accounts
    148
    ACCOUNTS
  • Average Account Value
    $1,998,474
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

CO, FL, IL, KS, MO, NC, NE, NY, TX

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