Keith Everett Mayfield

Current Employers

Employment History

• 09/2010 → 01/2018
  Lincoln Financial Distributors
  Radnor, PA
• 02/2018 → Present
  Planit Financial Llc
  Wenatchee, WA

Previous Registrations

• 2010-10-05 → 2011-02-24
  Lincoln Financial Distributors, Inc.
  Bellevue, WA
  Radnor, PA
  Dunwoody, GA
  Woodbury, MN

Other Businesses

Keith Everett Mayfield is an independent licensed insurance agent, and from time to time, will offer clients advice or products from those activities. Clients should be aware that these services pay a commission or other compensation and involve a conflict of interest, as commissionable products conflict with the fiduciary duties of a registered investment adviser. Planit always acts in the best interest of the client; including the sale of commissionable products to advisory clients. Clients are in no way required to utilize the services of any representative of Planit in connection with such individual's activities outside of Planit. In addition, Mr. Mayfield has a professional interest in Accownt LLC, a Washington limited liability company located in Bellevue, Washington that develops and markets a web-based employee-education tool called myAccownt (www.myaccownt.com). myAccownt provides "personalized salary-deferral visualization" with employer resources and messages for employees participating in 401(k) and 403(b) plans. Mr. Mayfield began his professional involvement with this business in April 2025 spending 30 hours a month and an hour a day during securities trading hours. He assists with product development and marketing. He does not have a formal title, role or legal relationship with Accownt LLC. This is not an investment related business.

Exams

• S66 Uniform Combined State Law Examination
  2010-07-30
• S63 Uniform Securities Agent State Law Examination
  2003-08-22

Other Names

• Keith E Mayfield