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Jeremy Keil

New Berlin, WI
Verified Identity

Financial Advisor at

Keil Financial Partners

Years of Experience

23 years

Number of Clients

201

Average Client Size

$1,000,000

Member Since

2022

Allow Me to Introduce Myself

Jeremy helps people think through the big decisions that come with retirement—so they can move forward with clarity, not second-guessing. Over the past 20+ years, he’s worked with people who are close to retirement and want to get it right—not just “hope it works out.” That experience led him to cr...

One thing I want my clients to know about me is...

I love to learn, and share what I learn about retirement planning.

Clientele

Retirees
Ultra High Net Worth Individuals
Corporate Executives
High Net Worth Individuals
Software Engineers
Attorneys & Paralegals
Partners at Law Firms
Healthcare Workers
Wealthy Families

Services Provided

Specialties and Expertise

Credentials and Designations

Pricing Models

Education

McDaniel College

BA Physics

Obtained in 2002

Disclosures and Proof of License

SEC Profile

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Profile Last Updated: July 31, 2026