Featured Business Financial Advisor in New Berlin, WI
New Berlin Financial Advisors
Thrivent Financial
15350 W. National Ave, Suite 214
New Berlin, WI 53151
(262) 333-8353
Advisor Profile
Jeremy Keil
Name:  Jeremy Keil
Phone Number:  (262) 333-8353
Website:  Visit Website
Disclosure Link:
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About Thrivent Financial

No matter what your financial goals are, achieving them requires ongoing strategy and preparation. As an experienced professional, I develop integrated strategies that are specific to your individual situation. Whether you're just starting out or planning the retirement you've always dreamed about, I can help you meet your goals.

As a Fortune 500 not-for-profit membership organization, Thrivent Financial helps its members achieve financial security by offering a broad range of products and services. What makes us different is what makes us strong. Because Thrivent Financial is membership-owned, we don?t answer to shareholders. We make decisions based on our members' best interests. In addition, we make it easier for you to help your congregation and community through outreach programs and activities.

For questions, concerns or customer service needs, please call my office at 262-333-8353 or you may contact Thrivent directly at 1-800-847-4836. For important disclosure information, visit Thrivent . com / disclosures.
 

General Information

CRD#:    4673347
Firm CRD#:    18387
Name of Broker/Dealer:    Jeremy Keil, CFA, CFP, RICP
Name of Custodial Firm:    Thrivent Financial
States Licensed in:    CA, FL, IL, MD, MO, NV, OH, TX, WI, WY
States Willing to do Business in:    Big Bend,Brookfield,Burlington,Butler,Caledonia,Colgate,Cudahy,Delafield,Dousman,Eagle,East Troy,Elm Grove,Franklin,Franksville,Germantown,Greendale,Hartland,Hubertus,Kansasville,Lannon,Menomonee Falls,Mequon,Milwaukee,Mukwonago,Nashotah,North Prairie,Oak Creek,Oconomowoc,Okauchee,Pewaukee,Racine,Rochester,South Milwaukee,Sturtevant,Sussex,Thiensville,Union Grove,Wales,Waterford,Waukesha,Elkhorn
Years of Experience in Financial Services:    15
Number of Years with Current Firm:    15
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CFA®, CLU®, CFP®, ChFC®, CLTC, RICP
Securities Licenses:    Series 66, Series 7
Insurance and Annuity Licenses:    Annuity, Disability, Health, Life, Long Term Care, Variable Annuity, Variable Life
Financial Organization Memberships:    Financial Planning Association (FPA)
 

Firm Information

Assets Managed by Advisor:    $85,000,000
 

Compliance

Registered Investment Advisor:    Yes
Registered Representative:    Yes
Investment Advisor Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation and Fees

Fee Structure:    I am a Fee-Based financial professional
Compensation Methods:    Subscriptions, Commissions, Based on Assets, Flat Fee
 
 
 
Prepared By: Jeremy Keil

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