Keith J Spengel

Current Employers

Employment History

• 08/2010 → 05/2018
  Edelman Financial Services
  Fairfax, VA
• 01/2019 → 08/2019
  Federal Benefits Made Simple
  Lakewood, CO
• 10/2019 → 03/2020
  Emoney
  Radnor, PA
• 06/2020 → 10/2021
  Advisors Excel
  Topeka, KS
• 05/2024 → Present
  Foundations Investment Advisors
  Phoenix, AZ
• 10/2021 → Present
  Magellan Financial
  Phoenix, AZ
• 03/2020 → 06/2020
  Unemployed
  Lakewood, CO
• 05/2018 → 01/2019
  Unemployed
  Wheaton, IL

Previous Registrations

• 2019-01-25 → 2019-08-09
  Cl Wealth Management Llc
  Denver, CO
  Schaumburg, IL
• 2013-06-10 → 2018-06-05
  Edelman Financial Services, Llc
  New York, NY
  Fairfax, VA
  New York, NY

Other Businesses

1) LTC PRO, LLC D/B/A RETIREMENT PLANNING STRATEGIES, CO, INVESTMENT RELATED, DENVER, CO, FINANCIAL PLANNING, PRESENTATIONS TO FEDERAL EMPLOYEES, FINANCIAL EDUCATION, 01/2019, DIRECTOR FOR FINANCIAL EDUCATION AND TRAINING, 160 HOURS PER MONTH, 160 HOURS DURING TRADING HOURS, TEACHING FEDERAL EMPLOYEES BENEFITS, TRAVEL, GATHERING ANALYTICS, PROMOTING APPOINTMENTS. 2) MAGELLAN FINANCIAL; INVESTMENT RELATED; 4310 E. COTTON CENTER BLVD. SUITE 120, PHOENIX AZ, 85040; MARKETING; DIRECTOR BROADCASTING DEVELOPMENT; START DATE: 10/2021; 140 HOURS/MONTH DEDICATED TO ACTIVITY; 20 HOURS/MONTH DURING TRADING HOURS. DUTIES: TELEVISION AND RADIO SHOW HOSTING, SCRIPT DEVELOPMENT, COMMERCIALS AND BROADCASTING CONTENT.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-02-16
• S63 Uniform Securities Agent State Law Examination
  2013-07-25

Other Names

• Keith J. Spike Spengel
• Keith J Spengel
• Keith Joseph Spike Spengel