Keb Asset Management, LLC

Keb Asset Management, LLC (CRD# 117935) is a financial advisory firm headquartered in Springfield, IL. They manage $400,484,686 in 1,381 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    400
    MILLION
  • Total Number of Accounts
    1,381
    ACCOUNTS
  • Average Account Value
    $289,996
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, IL, MI, MO, TX

Financial Advisors at Keb Asset Management, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Jonathan M. Carter
CRD#: 2933272
1000 Myers Building, Springfield, IL 62701
93
Wealthminder
score

Jonathan Carter (CRD# 2933272) is an Investment Advisor Representative working at Keb Asset Management, LLC in Springfield, IL and has over 20 years of experience in the finance industry.

2
Steven M. Dumstorff
CRD#: 4487691
1 Memorial Drive, Suite 950, Saint Louis, MO 63102
93
Wealthminder
score

Steven Dumstorff (CRD# 4487691) is an Investment Advisor Representative working at Keb Asset Management, LLC in Saint Louis, MO and has over 17 years of experience in the finance industry.

3
James E. Erlacker
CRD#: 4483013
3266 Lexington Avenue, Cape Girardeau, MO 63701
93
Wealthminder
score

James Erlacker (CRD# 4483013) is an Investment Advisor Representative working at Keb Asset Management, LLC in Cape Girardeau, MO and has over 17 years of experience in the finance industry.

4
Gina M. Reeves
CRD#: 4683153
1 Memorial Drive, Suite 950, Saint Louis, MO 63102
93
Wealthminder
score

Gina Reeves (CRD# 4683153) is an Investment Advisor Representative working at Keb Asset Management, LLC in Saint Louis, MO and has over 14 years of experience in the finance industry.

5
Susan L. Shackelford-Davis
CRD#: 874696
1000 Myers Building, Springfield, IL 62701
93
Wealthminder
score

Susan Shackelford-Davis (CRD# 874696) is an Investment Advisor Representative working at Keb Asset Management, LLC in Springfield, IL and has over 35 years of experience in the finance industry.

6
Trevor S. Wallner
CRD#: 5115590
1000 Myers Building, Springfield, IL 62701
93
Wealthminder
score

Trevor Wallner (CRD# 5115590) is an Investment Advisor Representative working at Keb Asset Management, LLC in Springfield, IL and has over 9 years of experience in the finance industry.

7
Justin P. Mason
CRD#: 6034750
1000 Myers Building, Springfield, IL 62701
90
Wealthminder
score

Justin Mason (CRD# 6034750) is an Investment Advisor Representative working at Keb Asset Management, LLC in Springfield, IL and has over 5 years of experience in the finance industry.

8
James K. Hagerman
CRD#: 4605066
1000 Myers Building, Springfield, IL 62701
87
Wealthminder
score

James Hagerman (CRD# 4605066) is an Investment Advisor Representative working at Keb Asset Management, LLC in Springfield, IL and has 1 year of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.