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Shana Lynn Keil

Private Client Services, LLC

Appleton, WI

Louisville, KY

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Current Employers
Private Client Services, Llc

2225 Lexington Road, Louisville, KY 40206 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2018-08-22
  • WI RA
    APPROVED
    Since 2018-08-22

Branch Locations

4351 West College Ave Suite 420, Appleton, WI 54914 • United States

2225 Lexington Rd, Louisville, KY 40206 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sii Investments, Inc Menasha WI 10/2001 08/2018
Investment Centers Of America Appleton WI 05/2000 08/2018
Private Client Services Louisville KY 08/2018 Present
  • 10/2001 → 08/2018
    Sii Investments, Inc
    Menasha, WI
  • 05/2000 → 08/2018
    Investment Centers Of America
    Appleton, WI
  • 08/2018 → Present
    Private Client Services
    Louisville, KY
Previous Registrations
  • 2000-09-05 → 2018-06-25
    Sii Investments, Inc.
    Appleton, WI
    Appleton, WI
    Appleton, WI
  • 2014-01-02 → 2018-06-25
    Investment Centers Of America, Inc.
    Appleton, WI
    Appleton, WI
    Appleton, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-01-16
S63 Uniform Securities Agent State Law Examination 2000-09-01
  • S65 Uniform Investment Adviser Law Examination
    2001-01-16
  • S63 Uniform Securities Agent State Law Examination
    2000-09-01
Other Names
  • Shana Lynn Ehlers

View on SEC IAPD

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OSAIC WEALTH, INC.
NORTHROCK PARTNERS, LLC

Other Investors

BRANDY LYNN DEBROUX
LEIGH ANN THERN
Matthew C Bush
JOSEPH MICHAEL MILLER
JANE M VANDE VOORT
MITCHELL JOSEPH OLDEWURTEL
SHARON IFRACH
Brian James Rogers

Other Offices

MORGAN STANLEY · APPLETON, WI
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · APPLETON, WI
KAMKO FINANCIAL · APPLETON, WI
ASC 401(K) MANAGEMENT · APPLETON, WI
STIFEL, NICOLAUS & COMPANY, INCORPORATED · APPLETON, WI
CREATIVEONE SECURITIES, LLC · Appleton, WI
OSAIC WEALTH, INC. · APPLETON, WI
NORTHROCK PARTNERS, LLC · Appleton, WI

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