Erik Shannon Keister
Investment adviser representative at North Star Advisory Group, LLC
11 yearsExperience
6 statesRegistered in
$289.1MFirm assets
4 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
11 years in the industry.
- Cleveland FusionJul 2015 to now
- Erik Keister Legal Services, LLCJul 2015 to now
- North Star Advisory Group, LLCJun 2015 to now
- Raymond James Financial Services Advisors Inc.Jun 2015 to now
- Raymond James Financial Services, IncJun 2015 to now
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 6 states (FL, IL, MA, MI, NC, OH).
North Star Advisory Group, LLC
$289.1MAssets managed
484Clients
6Advisers
4 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
- 4692161
- Firm CRD
- 171694