Keith Edward Heil
Investment adviser representative at Dale K. Ehrhart, Inc.
19 yearsExperience
1 stateRegistered in
PFSDesignation
$648.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Seminars and workshops
Experience
19 years in the industry.
- Dale K. Ehrhart, Inc.Dec 2023 to now
- Arise Wealth Management, LLCJan 2008 to now
- Arise Cpa Services, LLCAug 2007 to Dec 2022
Designations
- PFS
Exams passed
- Series 65 · Uniform Investment Adviser Law1999
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 1 state (KS).
Dale K. Ehrhart, Inc.
$648.8MAssets managed
139Clients
4Advisers
48 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
- 4524970
- Firm CRD
- 35971