Rodney
Keyes

Asset Allocation Strategies, LLC

CRD#3073780
Investment Advisor
in Fayetteville, GA

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About this Advisor

Rodney Keyes is a financial advisor operating out of Fayetteville, Georgia with a total of 3 years of industry experience. Keyes is on the advisory team at Asset Allocation Strategies, LLC. Over the course of their career, Keyes has held roles at Valuteachers, Inc, Liberty In Life Ministries, Higher Heights, Inc, World Financial Group, Inc, Transamerica Financial Advisors, Inc, Asset Allocation Strategies, LLC and Glp Investment Services, LLC. Keyes holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Georgia, North Carolina and Texas. Asset Allocation Strategies, LLC is an advisory company that has its headquarters in Farmington, MI. It has offices in 25 locations and a total of 37 people on staff. It handles $451 million in assets under management between its 3,541 client accounts, making it one of the larger investment advisory firms in the nation by assets under management. Of its 3,541 client accounts, just 2% belong to high-net-worth investors who have at least $1 million in assets. The company has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial management fees vary depending on the financial services. Fees billed by Asset Allocation Strategies, LLC most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Fayetteville, GA

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Asset Allocation Strategies, LLC Brokerage Details

Total Assets Under Management

$451,292,203

GA Average: $943,424,332
Total Number of Employees

37

GA Average: 21
Total Number of Accounts

3,541

GA Average: 1,586
Average Account Size

$127,448

GA Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Rodney Keyes Work History

Rodney has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Asset Allocation Strategies, LLC

2020 - Present (4 years)

Glp Investment Services, LLC

2008 - Present (16 years)

Valuteachers, Inc

2007 - Present (17 years)

Liberty In Life Ministries

1998 - Present (26 years)

Higher Heights, Inc

2012 - 2020 (8 years)

Transamerica Financial Advisors, Inc

2011 - 2022 (11 years)

World Financial Group, Inc

*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 Rodney Keyes to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Asset Allocation Strategies, LLC

Rocio Espinosa
Farmington, MI
Michael Brandone
Frisco, TX
Todd Olson
Farmington, MI
Justin Rolnitzky
Farmington, MI
Stefan Ropp
Farmington, MI
Chad Dixon
Ponte Vedra, FL
Kenny Goldner
South Haven, MI
Justin Cherwinski
Farmington, MI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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