Brook
Soebbing

Keb Wealth Advisors

CRD#7431082
Investment Advisor
in Springfield, IL

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About this Advisor

Brook Soebbing is a financial advisor based in Springfield, Illinois, working with Keb Wealth Advisors. Brook has previously held positions at Keb Wealth Advisors, Lhc Group, Lincoln Chrysler Dodge Jeep, Lincoln Land Community College, University Of Louisiana At Lafayette, and Lincoln Community Highschool. Brook has passed the Series 65 regulatory exam and is registered to provide services in Illinois. Currently, Brook is part of Keb Wealth Advisors, which operates out of Springfield, Illinois. The firm has 1 office and 15 employees. The firm manages assets totaling $933.4 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Keb Wealth Advisors includes asset-based and hourly fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

3200 Robbins Road Suite 200A
Springfield, IL 62704

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Keb Wealth Advisors Brokerage Details

Total Assets Under Management

$933,424,220

IL Average: $6,674,516,078
Total Number of Employees

15

IL Average: 44
Total Number of Accounts

1,967

IL Average: 2,564
Average Account Size

$474,542

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Brook Soebbing Work History

2021 - Present (3 years)

Keb Wealth Advisors

2021 - 2021 (< 1 year)

Lincoln Chrysler Dodge Jeep

2019 - 2020 (1 year)

Lhc Group

2018 - 2019 (1 year)

University Of Louisiana At Lafayette

2016 - 2018 (2 years)

Lincoln Land Community College

2012 - 2016 (4 years)

Lincoln Community Highschool

Disclosures

Please visit the SEC profile of Brook Soebbing 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 Keb Wealth Advisors

Caden Heyen
Springfield, IL
Nathan Townsend
Springfield, IL
Gina Reeves
Saint Louis, MO
Steven Dumstorff
Saint Louis, MO
Justin Mason
Springfield, IL
Jared Van Slyke
Springfield, IL
Brook Soebbing
Springfield, IL
Ross Hager
Springfield, IL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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