Jeremy Keil, CFP<sup>&reg;</sup> - Financial Advisor

Jeremy Keil, CFP®

CFA®

Financial Advisor

Keil Financial Partners

15350 W National Ave, Ste 214
New Berlin, WI 53151
FINANCIAL ADVISOR'S WEBSITE
(262) 333-8353 CONNECT WITH Jeremy
  • facebook link
  • twitter link
  • linkedin link

General

Jeremy Keil is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Keil Financial Partners in New Berlin, WI and the surrounding communities.

Financial Advisor Overview

I love helping people learn more about their money. Why? Because I believe that the more you know about your money, the better decisions you will make with your money. As a financial advisor at Keil Financial Partners and the host of the Retirement Revealed podcast, I work to simplify complex financial decisions so you can make smarter retirement, investment, and tax planning decisions. Retirement should create enjoyment, not anxiety. Learn how you can make meaningful strides towards an enjoyable retirement with the 5-step retirement income plan we’ve developed to help you make the best choices with your money. I'm more than happy to discuss how I can help you. If you’d like to chat, please visit my calendar and set up a time that works best for you: http://www.calendly.com/jeremykeil See www.keilfp.com for important disclosures.

More

Financial Advisor Experience

I help people make great retirement decisions. If you need guidance on retirement, investment and tax planning let's talk! We help people: - maximize their pension and social security decisions - manage their lifetime tax bill - optimize the tax consequences of their company stock plans including within their 401(k)

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Investment Management Analyst (CIMA®)
  • Chartered Financial Analyst (CFA)
  • Chartered Financial Consultant (ChFC®)
  • Other - Certified Kingdom Advisor

Insurance Licenses

  • Life insurance: CA, FL, ID, MD, MO, NV, OH, TX, WI, WY
  • Health/disability insurance: CA, FL, ID, MD, MO, NV, OH, TX, WI, WY
  • Fixed annuities: CA, FL, ID, MD, MO, NV, OH, TX, WI, WY

Broker-Dealer Disclaimer

 

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Life Planning, Startup, Succession Planning, Long-term Care, Sudden Wealth

More

Helpful Financial Planning Resources