Resumes
Resumes
Wealth Advisor
View pageLocation:
3808 south 102Nd St, Milwaukee, WI 53222
Industry:
Financial Services
Work:
Wisconsin Lutheran College Oct 2014 - Dec 2016
Adjunct Professor
Concordia University Wisconsin Oct 2014 - Dec 2016
Adjunct Professor, School of Business and Legal Studies
Thrivent Financial Oct 2014 - Dec 2016
Wealth Advisor
Adjunct Professor
Concordia University Wisconsin Oct 2014 - Dec 2016
Adjunct Professor, School of Business and Legal Studies
Thrivent Financial Oct 2014 - Dec 2016
Wealth Advisor
Education:
Mcdaniel College 1998 - 2002
Bachelors, Bachelor of Arts, Physics Old Mill Senior High
Bachelors, Bachelor of Arts, Physics Old Mill Senior High
Skills:
Retirement Planning
Investments
Public Speaking
Finance
Asset Allocation
Retirement Strategies
Retirement Accumulation Strategies
Retirement Distribution Strategies
Investment Strategies
Risk Management
Education Funding
Legacy Strategies
Estate Strategies
Charitable Strategies
Wealth Management
Financial Services
Strategic Planning
Insurance
Investments
Public Speaking
Finance
Asset Allocation
Retirement Strategies
Retirement Accumulation Strategies
Retirement Distribution Strategies
Investment Strategies
Risk Management
Education Funding
Legacy Strategies
Estate Strategies
Charitable Strategies
Wealth Management
Financial Services
Strategic Planning
Insurance
Certifications:
Cfp® (Certified Financial Planner®)
Cfa (Chartered Financial Analyst)
Chfc® (Chartered Financial Consultant®)
Clu® (Chartered Life Underwriter®)
Ricp® (Retirement Income Certified Professional)
Certified Kingdom Advisor®
Cltc (Certified In Long Term Care)
Kingdom Advisors
Cfa (Chartered Financial Analyst)
Chfc® (Chartered Financial Consultant®)
Clu® (Chartered Life Underwriter®)
Ricp® (Retirement Income Certified Professional)
Certified Kingdom Advisor®
Cltc (Certified In Long Term Care)
Kingdom Advisors
Jeremy Keil
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