Guy William Keefer

Employer firm

Keefer Pension Consulting, Inc. CRD 150657

$197M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 06/2009 → Present
  Keefer Pension Consulting, Inc.
  El Segundo, CA
• 07/2009 → 10/2017
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2009-05-18 → 2009-07-13
  Investors Capital Corp.
  Marina Del Rey, CA
  Greenville, SC
• 2008-02-13 → 2009-05-15
  Cincinnati Analysts, Inc.
  Horsham, PA
  Marina Del Rey, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-08-30
• S63 Uniform Securities Agent State Law Examination
  1994-03-30

Designations

• Certified Financial Planner