Keith Glen Willerman

Current Employers

Employment History

• 10/1987 → Present
  New York Life Insurance Company
  Chicago, IL
• 01/1988 → Present
  Nylife Securities Llc
  Deerfield, IL
• 11/2006 → Present
  Financial Strategies And Insurance Services
  San Diego, CA
• 05/1999 → Present
  Eagle Strategies Llc
  San Diego, CA

Other Businesses

[APPOINTED WITH VARIOUS OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS VIA DBA FINANCIAL STRATEGIES AND INSURANCE SERVICES; INVESTMENT RELATED; OWNER; START DATE 11/2006] [RENTAL PROPERTY; OWNER; INVESTMENT RELATED; FLIPS PROPERTY; START DATE 5/2003] [PURCHASE REAL ESTATE TO DEVELOP AND SELL. HIS TIME DEVOTED TO THIS ACTIVITY WILL BE LIMITED TO 0-8 HOURS PER WEEK AS HE ANTICIPATES THE OTHER PARTNERS WILL BE MORE INVOLVED THAN HE WILL. AT THIS TIME, THE PARTNERSHIP HAS NOT BEEN ESTABLISHED AND IT IS NOT KNOWN HOW MUCH TIME WILL BE DEVOTED TO IT DURING TRADING HOURS-INVESTMENT RELATED BUSINESS;11278 VERADA MAR DE CORAZON, SAN DIEGO, CA; START DATE 3/2006] [VaxProud; My son Alec Willerman, is age 23 and starting a business. He would like me to provide him guidance. Help with administrative issues, marketing, sales and speaking with different vendors. He would like me to have ownership in his business; 11278 Vereda Mar De Corazon, San Diego CA 92130; Start Date 12/2020; Role/Title: Owner; Not Investment Related; 25 hours per month; 7 hours per month during securities trading hours] [Cryptocurrency Investment; Personal Investments in Cryptocurrencies and initial Coin offerings ICO's. Possibly opening a Coinbase account.; 4365 Executive Drive Suite 800 San Diego, CA 92120; Start Date 04/2021; Role/Title: Owner; Investment Related; 3 hours per month; 2 hours per month during securities trading hours; passive investor]

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-04-19
• S63 Uniform Securities Agent State Law Examination
  1991-08-12

Designations