Kevin
Geiger

Blackridge Asset Management, LLC

CRD#5811593
Investment Advisor
in Schaumburg, IL

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About this Advisor

Kevin Geiger is a financial advisor based in Schaumburg, Illinois, working with Blackridge Asset Management, LLC. Kevin has previously held positions at Lpl Financial, LLC, Highpoint Planning Partners Dba Capital Street Advisors, Alchemy Advisors, LLC, Peak Brokerage Services, LLC, Geiger Investments, Retirement Wealth Advisors, Blackridge Asset Management, and The Retirement Guys Formula. Kevin has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Illinois and South Carolina. Currently, Kevin is part of Blackridge Asset Management, LLC, which operates out of Schaumburg, Illinois. The firm has 61 offices and 80 employees. The firm manages assets totaling $186.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Blackridge Asset Management, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

10 North Martingale Rd Suite 400
Schaumburg, IL 60173

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Blackridge Asset Management, LLC Brokerage Details

Total Assets Under Management

$186,557,899

IL Average: $1,855,561,029
Total Number of Employees

80

IL Average: 62
Total Number of Accounts

853

IL Average: 2,474
Average Account Size

$218,708

IL Average: $750,025

Investment Advisory Services

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

Kevin Geiger Work History

2019 - Present (5 years)

The Retirement Guys Formula

2018 - Present (6 years)

Peak Brokerage Services, LLC

2018 - Present (6 years)

Blackridge Asset Management

2015 - Present (9 years)

Geiger Investments

2018 - 2018 (< 1 year)

Retirement Wealth Advisors

2015 - 2018 (3 years)

Lpl Financial, LLC

2015 - 2018 (3 years)

Alchemy Advisors, LLC

2014 - 2015 (1 year)

Highpoint Planning Partners Dba Capital Street Advisors

Disclosures

Please visit the SEC profile of Kevin Geiger 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 Blackridge Asset Management, LLC

Kevin Geiger
Schaumburg, IL
Philip Ferraro
Jupiter, FL
Sylvia Umbles
Perrysburg, OH
James Cook
Edisto Island, SC
Ernesto Mendoza
El Paso, TX
Izalina Mosholt
Red Bank, NJ
Rohn Pierce
Jupiter, FL
Marilyn Gifford
Jupiter, FL

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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