Keith Vancil Gilbert

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2015 → 09/2018
  Investment Professionals, Inc.
  San Antonio, TX
• 11/2018 → Present
  Cuna Brokerage Services
  Waverly, IA
• 11/2018 → Present
  Houston Texas Firefighters Fcu
  Houston, TX
• 09/2018 → 11/2018
  Ameriprise Financial Institutions Group
  San Antonio, TX
• 05/2022 → Present
  Lpl Financial Llc
  Houston, TX

Previous Registrations

• 2018-12-05 → 2022-05-18
  Cuna Brokerage Services, Inc.
  Waverly, IA
  Houston, TX
• 2018-06-22 → 2018-11-21
  Ameriprise Financial Services, Llc
  Sugar Land, TX
• 2015-11-16 → 2018-09-24
  Investment Professionals, Inc.
  Sugar Land, TX
  San Antonio, TX
  San Antonio, TX
• 2009-12-18 → 2015-11-17
  Cuna Brokerage Services, Inc.
  Houston, TX
  Houston, TX
• 2006-08-23 → 2009-11-13
  Lpl Financial Llc
  Stafford, TX
  Houston, TX

Other Businesses

1)05/18/2022 - Kolb Street Wealth Management-Investment Related- At Reported Business Location(s)-DBA for LPL Business (entity for LPL business) 2)05/18/2022 - Houston Texas Fire Fighters FCU -Investment Related - At Reported Business Location(s)- Financial Institution Duty- Financial Advisor- Start Date - 11/2018- 160 Hours Per Month 3)05/18/2022 - No Business Name - Investment Related - Home Based - Non-Variable Insurance Trails Only - Start Date - 01/1994 - 1 Hours Per Month- Time Spent 1%

Exams

• S66 Uniform Combined State Law Examination
  2006-08-22
• S63 Uniform Securities Agent State Law Examination
  2002-12-20

Other Names

• Van Gilbert
• Keith V Gilbert