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KEB WEALTH ADVISORS

3200 Robbins Road
Suite 200a
Springfield, Illinois 62704
Tel: (217) 789-0960

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About KEB WEALTH ADVISORS

KEB WEALTH ADVISORS, formally registered with the SEC as KEB WEALTH ADVISORS. The firm was established in 04/07/2004. They have over 2 offices throughout the country.

KEB WEALTH ADVISORS is a Springfield, Illinois based Financial Planning firm with nearly $1,058,282,823 assets under management, offering retirement planning & investment advisory services to 2168 clients. The firm is staffed with 17 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#117935
SEC#801-62965
Assets Managed by Firm$1,058,282,823
No. of Clients2168
No. of Advisors17

Fee Structure

  • A percentage of AUM
  • Hourly charges

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total2168$1,058,282,823
Individuals (other than high net worth individuals)318$120,514,544
High net worth individuals288$905,141,631
Pension and profit sharing plans24$12,180,948
Charitable organizations2$647,782
Corporations or other businesses9$19,797,918

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