Adam
Eilert

Keating Financial Advisory Services

CRD#7093353
Investment Advisor
in Wichita, KS

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About this Advisor

Adam Eilert is a financial advisor based in Wichita, Kansas, working with Keating Financial Advisory Services. Adam has previously held positions at Raymond James Financial Services, Inc, Aspyre Wealth Partners, Quik Cats-Kansas State University, Kansas Building Products, Dillons Marketplace, Rose Hill Bank, Kansas State University, Raymond James Financial Services Advisors, Inc, Keating & Associates Inc, Converse Financial Advisory, LLC, and Keating Financial Advisory Services, Inc. Adam has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Kansas. Currently, Adam is part of Keating Financial Advisory Services, which operates out of Wichita, Kansas. The firm has 4 offices and 30 employees. The firm manages assets totaling $295.8 million. The services offered by the firm include financial planning services, educational seminars, and other services. The fee structure at Keating Financial Advisory Services includes asset-based and fixed fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

Financial planning services, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

3500 North Rock Road, Bldg. 200
Wichita, KS 67226

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Keating Financial Advisory Services Brokerage Details

Total Assets Under Management

$295,774,182

KS Average: $2,243,162,756
Total Number of Employees

30

KS Average: 44
Total Number of Accounts

148

KS Average: 4,091
Average Account Size

$1,998,474

KS Average: $548,316

Investment Advisory Services

  • Financial planning services
  • Educational seminars/workshops
  • Other

Adam Eilert Work History

2023 - Present (2 years)

Keating Financial Advisory Services, Inc

2021 - Present (4 years)

Converse Financial Advisory, LLC

2020 - Present (5 years)

Raymond James Financial Services Advisors, Inc

2019 - Present (6 years)

Raymond James Financial Services, Inc

2019 - Present (6 years)

Keating & Associates Inc

2018 - 2019 (1 year)

Aspyre Wealth Partners

2016 - 2018 (2 years)

Quik Cats-Kansas State University

2016 - 2018 (2 years)

Kansas Building Products

2015 - 2016 (1 year)

Kansas State University

2014 - 2015 (1 year)

Dillons Marketplace

2012 - 2015 (3 years)

Rose Hill Bank

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Disclosures

Please visit the SEC profile of Adam Eilert 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 Keating Financial Advisory Services

Joshua Hill
Manhattan, KS
Benjamin Johnson
Manhattan, KS
Bettie Zimmerman
Manhattan, KS
Christopher Klug
Manhattan, KS
Jake Ellis
Overland Park, KS
Christine Pavel
Manhattan, KS
Bryson Meinhardt
Manhattan, KS
Emily Wolters
Manhattan, KS

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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