Ross
Hager
Keb Wealth Advisors
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About this Advisor
Ross Hager is a certified financial planner working in Springfield, Illinois, with a total of 4 years of industry experience. Hager currently works for Keb Wealth Advisors. Their career trajectory has included roles at Raymond James Financial Services, Raymond James Financial Services Advisors Inc, Busey Investment Services and Keb Wealth Advisors. Hager holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Illinois and Texas. Keb Wealth Advisors is a company operating out of Springfield, IL. The investment advisory business has a total of 16 people on staff. It oversees $799 million in assets under management across its 1,786 client accounts, placing it among the bigger financial advisory firms in the country by assets under management. The firm provides financial advisory services to one charitable organizations. Of its 1,786 accounts, 47% are held by high-net-worth individuals who have greater than $1 million in assets. The business provides a number 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. Fees for financial advisory services largely are based on which services the firm provides the client. Fees billed by Keb Wealth Advisors most likely consist of some combination of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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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
Ross Hager Work History
Ross has been registered as a financial advisor for 4 years.*
Keb Wealth Advisors
Raymond James Financial Services Advisors Inc
Raymond James Financial Services
Busey Investment Services
*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 Ross Hager 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.
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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.
