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Nathan Robert Townsend

Keb Wealth Advisors

Springfield, IL

CRD 6700519

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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:

Current Employers
Keb Wealth Advisors

3200 Robbins Road Suite 200A, Springfield, IL 62704 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2017-02-14
  • IL RA
    APPROVED
    Since 2017-02-14

Branch Locations

3200 Robbins Road Suite 200A, Springfield, IL 62704 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Keb Wealth Advisors Springfield IL 08/2016 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-02-14
  • S65 Uniform Investment Adviser Law Examination
    2017-02-14
Other Names
  • Nathan R Townsend

View on SEC IAPD

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