Cameron
Bond
Keel Point, LLC
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About this Advisor
Cameron Bond is a certified financial planner based in Leawood, Kansas who has 4 years of relevant experience. Bond is an employee of Keel Point, LLC. During their career, Bond has held roles at Keel Point Capital, LLC and Kansas City Kansas Public School District. Bond holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to work in Georgia, Kansas, Missouri, North Carolina, Texas and Virginia. Keel Point, LLC is a financial advisory firm based out of Huntsville, AL. The company has offices in nine locations and a total of 83 employees. It handles $3 billion in total assets among its 4,850 customer accounts, making it one of the largest firms in the United States by assets under management. The firm advises seven charities and foundations. Of its 4,850 customer accounts, 44% belong to high-net-worth individuals who have at least $1 million in assets. Keel Point, LLC provides a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. A financial advisor's fees largely depend on which services the firm provides the client. Fee types charged by Keel Point, LLC most likely include asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Keel Point, LLC Brokerage Details
$2,549,034,075
83
4,850
$525,574
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Cameron Bond Work History
Cameron has been registered as a financial advisor for 4 years.*
Keel Point Capital, LLC
Kansas City Kansas Public School District
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Cameron Bond to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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