Caden
Heyen
Keb Wealth Advisors
Answer a few questions and
get matched with an advisor.
About this Advisor
Caden Heyen is a financial advisor based out of Springfield, Illinois with a total of 1 year of relevant experience. Heyen is an advisor for Keb Wealth Advisors. Their career trajectory has included roles at Keb Wealth Advisors, University Of Illinois, Farm Credit Illinois, Southwestern High School and Southwestern Middle School. Heyen holds a Series 65 license, certifying them as an investment advisor representative, and is able to advise clients in Illinois. Keb Wealth Advisors is a registered investment business operating out of Springfield, IL. The company has a total of 16 people on staff. It administers $799 million in assets between its 1,786 customer accounts, placing it among the larger firms in the United States by assets under management. The firm serves one charitable organizations. Of its 1,786 customer accounts, 47% are associated with high-net-worth clients who have more than $1 million in investable assets. Keb Wealth Advisors offers a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fee schedules typically vary depending on which service is provided. Fee types billed by Keb Wealth Advisors most likely are comprised of some combination of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Keb Wealth Advisors Brokerage Details
$799,315,826
16
1,786
$447,545
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
Caden Heyen Work History
Caden has been registered as a financial advisor for 1 years.*
Keb Wealth Advisors
University Of Illinois
Farm Credit Illinois
University Of Illinois
Southwestern High School
Southwestern Middle School
*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 Caden Heyen 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
Saint Louis, MO
Springfield, IL
Saint Louis, MO
Springfield, IL
Springfield, IL
Springfield, IL
Springfield, IL
Saint Louis, MO
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
