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William Hilary Keffer

Keffer Financial Planning

Oak Park, IL

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Current Employers
Keffer Financial Planning

1011 Lake Street #406, Oak Park, IL 60301 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2007-05-09
  • IL RA
    APPROVED
    Since 2007-05-09

Branch Locations

1011 Lake Street #406, Oak Park, IL 60301 • 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
Keffer Financial Planning Wheaton IL 05/2007 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-04-25
S63 Uniform Securities Agent State Law Examination 2005-04-19
  • S65 Uniform Investment Adviser Law Examination
    2005-04-25
  • S63 Uniform Securities Agent State Law Examination
    2005-04-19
Designations
Other Names
  • Willaim H Keffer

View on SEC IAPD

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Other Offices

MADDEN FUNDS MANAGEMENT · OAK PARK, IL
STONEBROOK CAPITAL MANAGEMENT, INC. · OAK PARK, IL
LPL FINANCIAL LLC · OAK PARK, IL
EDWARD JONES · OAK PARK, IL
AMERITAS ADVISORY SERVICES, LLC · OAK PARK, IL
J.P. MORGAN SECURITIES LLC · OAK PARK, IL
INTEGRATED ADVISORS NETWORK LLC · Oak Park, IL
VISTA FINANCIAL PLANNING · OAK PARK, IL

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