Keith Andrew Beers
Investment adviser representative at Sym Financial Advisors
7 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$5.8BFirm 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
- Pension consulting
- Seminars and workshops
Experience
7 years in the industry.
- Sym Financial AdvisorsOct 2022 to now
- United States Marine Corps Forces ReserveSep 2020 to now
- Greencastle ConsultingMar 2022 to Oct 2022
- Johnson & JohnsonJun 2020 to Mar 2022
- United States Marine CorpsDec 2017 to Jun 2020
- United States Marine CorpsJan 2015 to Nov 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (IN).
Sym Financial Advisors
Legal name: Sym Financial Corporation
$5.8BAssets managed
1,959Clients
33Advisers
41 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
- 8029329
- Firm CRD
- 107517