Keith Andrew Beers

Employer firm

Sym Financial Advisors CRD 107517

$5.81B regulatory AUM 32 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 01/2015 → 05/2017
  United States Marine Corps
  Camp Pendleton, CA
• 05/2017 → 11/2017
  United States Marine Corps
  Okinawa
• 12/2017 → 06/2018
  United States Marine Corps
  Camp Pendleton, CA
• 06/2018 → 06/2020
  United States Marine Corps
  Jacksonville, NC
• 06/2020 → 03/2022
  Johnson & Johnson
  Warsaw, IN
• 03/2022 → 10/2022
  Greencastle Consulting
  Malvern, PA
• 10/2022 → Present
  Sym Financial Advisors
  Winona Lake, IN
• 09/2020 → Present
  United States Marine Corps Forces Reserve
  New Orleans, LA

Other Businesses

Business: United States Marine Corps - Investment-related: No - Business Address: 4401 Texas Avenue, Joint Base MDL, NJ 08640 - Nature of Business: Military - Position: Major, AH-1Z Pilot - Start Date: 8/20/2021 - Hours/Month: 20 hours/month - Hours/Month During Securities Trading Hours: 200 hours/year - Duties: Plan, direct, and execute training operations as an aviator in the United States Marine Corps Reserves.

Designations

• Certified Financial Planner