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Jeremy Phillip Keil

Investment adviser representative at Alongside, LLC
23 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$878.6MFirm 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.

  • Financial planning
  • Portfolio management

Experience

23 years in the industry.

  1. Alongside, LLCJun 2025 to now
  2. Thrivent Advisor Network, LLCSep 2019 to Jun 2025
  3. Thrivent Financial for LutheransJul 2003 to Sep 2019
  4. Thrivent Investment Management Inc.Jun 2003 to Sep 2019

Designations

  • ChFC®
  • CFP® certification
  • CFA

Exams passed

  • Series 66 · Uniform Combined State Law2003

State registrations

Registered as an investment adviser representative in 1 state (WI).

Alongside, LLC

$878.6MAssets managed
2,122Clients
23Advisers
1 yearIn 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
4673347
Firm CRD
333587
Advisor's SEC record (opens in a new tab)
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