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3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-07-24 |
Branch Locations
3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States
15350 W National Ave Suite 214, New Berlin, WI 53151 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lake Denoon Middle School | Muskego | WI | 07/2015 | 06/2017 |
| Muskego High School | Muskego | WI | 07/2017 | 05/2019 |
| Kroger | Muskego | WI | 05/2019 | 05/2023 |
| Keil Financial Partners | New Berlin | WI | 05/2023 | 01/2025 |
| Keil Financial Partners | New Berlin | WI | 01/2025 | Present |
1) Life & Health Insurance License; Investment-related: Yes; 15350 W National Ave, Suite 214, New Berlin, WI 53151; Nature: Fixed life and health insurance sales; Start date: 04/2025; Hours per month: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-20 |
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