Keith
Schwefel
Geneva Partners, LLC
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About this Advisor
Keith Schwefel is a financial advisor based in Chicago, Illinois with a total of 5 years of relevant experience. Schwefel currently works for Geneva Partners, LLC. Their career trajectory has included roles at Geneva Partners, LLC, Washington Dc Chamber Of Commerce, Illini Media, Badger High School and Big Foot Country Club. Schwefel has a Series 65 license, qualifying them as an investment advisor representative, and is approved to work in Illinois. Geneva Partners, LLC is a financial advisory business based out of Lake Geneva, WI. It has $290 million in assets across its 1,154 accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 1,154 customer accounts, just 9% belong to high-net-worth individuals who have at least $1 million in assets. Geneva Partners, LLC provides a few services, such as portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial advice are based on the services provided. However, fees charged by Geneva Partners, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Geneva Partners, LLC Brokerage Details
$290,354,601
8
1,154
$251,607
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Keith Schwefel Work History
Keith has been registered as a financial advisor for 5 years.*
Geneva Partners, LLC
Washington Dc Chamber Of Commerce
Illini Media
Geneva Partners, LLC
Badger High School
Big Foot Country Club
*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 Keith Schwefel 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 Geneva Partners, LLC
Lake Geneva, WI
Chicago, IL
Lake Geneva, WI
Lake Geneva, WI
Lake Geneva, WI
Lake Geneva, WI
Lake Geneva, WI
Lake Geneva, WI
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