Erik Shannon Keister

Employer firm

North Star Advisory Group, LLC CRD 171694

$289M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• CONSULTING ADVICE ON ANTIQUES AND COLLECTIBLES; SUB-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

• 06/2015 → Present
  Raymond James Financial Services, Inc
  Beachwood, OH
• 06/2015 → Present
  Raymond James Financial Services Advisors Inc.
  Beachwood, OH
• 06/2015 → Present
  North Star Advisory Group, Llc
  Beachwood, OH
• 07/2015 → Present
  North Star Advisory Group
  Beachwood, OH
• 07/2015 → Present
  Cleveland Fusion
  Solon, OH
• 07/2015 → Present
  Erik Keister Legal Services, Llc
  Beachwood, OH

Previous Registrations

• 2015-06-24 → 2016-04-07
  Raymond James Financial Services Advisors, Inc
  Beachwood, OH
• 2004-01-06 → 2015-07-20
  Ameriprise Financial Services, Llc
  Cuyahoga Falls, OH
  Cuyahoga Falls, OH

Other Businesses

1. ERIK KEISTER LEGAL SERVICES, LLC, 2000 AUBURN DRIVE, SUITE 415, BEACHWOOD, OH 44122 LAW FIRM - NON INVESTMENT-RELATED OWNER/ATTORNEY START DATE:08/2015 DEVOTES 40 HOURS PER MONTH 40 HOURS DURING SECURITY HOURS 2. CLEVELAND FUSION,8466 HUNTING DRIVE NORTH ROYALTON, OH NON INVESTMENT-RELATED FOOTBALL TEAM, HEAD COACH START DATE JANUARY 2012 20 HOURS PER MONTH NONE DURING SECURITY HOURS 3. NORTH STAR ADVISORY GROUP; BEACHWOOD, OH; NON-VARIABLE INSURANCE; AGENT; INVESTMENT RELATED; 07/2015-PRESENT; 4 HOURS PER MONTH, 4 HOURS DURING TRADING; FIXED ANNUITIES/WRITE POLICIES. 3. CLEVELAND FUSION; SOLON, OH; COACH (PAID); NOT INVESTMENT RELATED; 07/2015-PRESENT; 20 HOURS PER MONTH, 0 HOURS DURING TRADING; HEAD COACH.

Exams

• S66 Uniform Combined State Law Examination
  2015-07-01