Kevin Clayton Keil

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

• 01/2021 → 08/2023
  North Star Resource Group
  San Diego, CA
• 01/2021 → 10/2021
  Cri Securities Llc
  Minneapoli, MN
• 01/2021 → 08/2023
  Minnesota Life Insurance Co
  St Paul, MN
• 01/2021 → 08/2023
  Securian Financial Services Inc
  St Paul, MN
• 09/2016 → 12/2021
  Health Iq
  San Diego, CA
• 08/2023 → Present
  Lpl Financial
  San Diego, CA

Previous Registrations

• 2021-05-11 → 2023-08-04
  Securian Financial Services, Inc.
  San Diego, CA
  San Diego, CA
  San Diego, CA
• 2021-05-11 → 2021-10-28
  Cri Securities, Llc
  San Diego, CA
  San Diego, CA

Other Businesses

1- 07/2022 / Sail Bay Group / Business Owner / NON INVESTMENT RELATED / 4 HRS MNTH / 1 HRS DURING TRADING / 5 TIME SPNT PRCNT 2- 07/2023 / JFC Advisor Network / DBA for LPL Business (entity for LPL business) / INVESTMENT RELATED 3- 03/05/2024 - KP Wealth - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 03/04/2024 - 160 Hours Per Month/ During Trading 4- 06/11/2026 - Keil Wealth Management & Advisory LLC - Business Entity For Tax/Investment Purposes Only - Investment Related - At Reported Business Location(s) - Start Date 06/10/2026 - 160 hours per month/ during trading

Exams

• S66 Uniform Combined State Law Examination
  2021-03-12