Susan
Shackelford
Keb Wealth Advisors
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About this Advisor
Susan Shackelford is a financial advisor operating out of Springfield, Illinois with 12 years of relevant experience. Shackelford is currently employed by Keb Wealth Advisors. They have spent their entire employment at Keb Wealth Advisors. Shackelford has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in Illinois and Missouri. Keb Wealth Advisors is a registered investment firm operating out of Springfield, IL. It has a total of 16 financial advisors. It controls $799 million in assets under management across its 1,786 client accounts, placing it among the larger financial advisory firms in the country by assets under management. The firm advises one charities and foundations. Of its 1,786 client accounts, 47% are held by high-net-worth investors who have greater than $1 million in investable assets. Keb Wealth Advisors has a wide range of services, such as 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 management usually are based on the type of services offered. Fee types charged by Keb Wealth Advisors most likely consist 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
Susan Shackelford Work History
Susan has been registered as a financial advisor for 12 years.*
Keb Wealth Advisors
*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 Susan Shackelford 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
Springfield, IL
Saint Louis, MO
Saint Louis, MO
Springfield, IL
Springfield, IL
Springfield, IL
Springfield, IL
Saint Louis, MO
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