Adam Eilert (CRD# 7093353) is an Investment Advisor Representative working at Keating Financial Advisory Services in Wichita, KS and has over 5 years of experience in the finance industry.
CRD# 6242646
Equitable Advisors, LLC
CRD# 5858361
American Independent Securities Group, LLC
CRD# 4001851
Morgan Stanley
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 |
- 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
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