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KEB WEALTH ADVISORS

SEC Registered

Partners in planning for what matters most.

SPRINGFIELD, ILhttps://kebcpa.com/services/wealth-management(217) 789-0960
Assets Under Management
$1B–$5B
Employees
17
Office Locations
2 offices
Total Accounts
2381

About the firm

KEB (Kerber, Eck & Braeckel LLP) is a people-first team of advisors serving clients across offices in Illinois, Missouri, and Wisconsin. As fiduciaries, they are legally obligated to put every client's best interests first, offering services spanning wealth management, audit, tax, and business advisory.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsState/Municipal

Areas of expertise

Wealth ManagementFinancial PlanningInvestment ManagementTax PlanningEstate PlanningRetirement PlanningAuditAssuranceAccountingManagement ConsultingEmployee Benefit Plan Administration+3 more

Services

KEB offers wealth management services including financial planning, investment management, tax planning, estate planning, and retirement planning, as well as audit, assurance and accounting, management consulting, employee benefit plan administration, business valuation, and business advisory services.

retirement_planninginvestment_managementfinancial_planningestate_planningtax_planningwealth_management

Who they serve

Individuals planning for their financial future, as well as small privately owned organizations and larger entities regulated by the SEC.

Client segmentClientsAssets managed
Individuals (Non-HNW)318$93M
High Net Worth Individuals344$1.2B
Charitable Organizations21$7.1M
State/Municipal Entities2

27 total clients reported on Form ADV.

Leadership

Jonathan Marc Carter
MEMBER
James Kevin Hagerman
MANAGING MEMBER / CHIEF COMPLIANCE OFFICER
Steven Matthew Dumstorff
MEMBER

Office locations

2 offices in 2 states
IL
SPRINGFIELDHQ
MO
ST. LOUIS

Advisors at this firm

13 advisors in the directory

Regulatory & compliance

CRD number
#117935
SEC Number
801-62965
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly
Asset tierAnnual rate
First $2,000,0000.90%
Next $3,000,0000.50%
Next $5,000,0000.40%
Next $10,000,0000.30%
All amounts thereafter0.20%

Data as of January 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. KEB WEALTH ADVISORS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

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KEB WEALTH ADVISORS in SPRINGFIELD, IL | AdvisorFinder