Susan Lynn Shackelford

Employer firm

Keb Wealth Advisors CRD 117935

$1.27B regulatory AUM 27 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 01/2011 → Present
  Keb Wealth Advisors
  Springfield, IL

Previous Registrations

• 2007-03-19 → 2010-08-27
  Buckingham Strategic Wealth, Llc
  St Louis, MO
• 1998-01-28 → 2007-03-20
  Buckingham Asset Management Inc
  St. Louis, MO
• 2003-01-21 → 2005-12-08
  Bam Advisor Services Llc
  St. Louis, MO

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-12-17
• S63 Uniform Securities Agent State Law Examination
  1981-12-04

Other Names

• Susan Lynn Shackelford
• Susan Shackelford Trad
• Susan Shackelford
• Susan Lynn Shackelford-Davis