Chad Alan Keim
Investment adviser representative at Kestra Advisory Services, LLC
31 yearsExperience
2 statesRegistered in
$79.8BFirm assets
27 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
31 years in the industry.
- Kestra Advisory Services, LLCSep 2024 to now
- Kestra Investment Services, LLCSep 2024 to now
- Cetera Investment Advisers LLCJun 2023 to Sep 2024
- Cetera Advisor Networks LLCSep 2019 to Sep 2024
- Summit Financial Group, Inc.Mar 2018 to May 2021
- Summit Brokerage Services Inc.Mar 2018 to Sep 2019
- Raymond James Financial Services Advisors Inc.Jul 2016 to Mar 2018
- Raymond James Financial Services, Inc.Jul 2016 to Mar 2018
- Sturgis Bank & Trust (capital Brokerage)Jul 1995 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 2 states (MI, TX).
Kestra Advisory Services, LLC
$79.8BAssets managed
117,403Clients
1,473Advisers
27 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2516391
- Firm CRD
- 283330