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 19 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 16 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 16 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 13 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 8 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 4 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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