Patrick Keenan
Patrick Keenan is a ChFC-designated registered investment advisor at Madison Avenue Securities, LLC, based in Woodridge, IL, with 40 years of industry experience. Patrick is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 14,099 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum fee rates vary by program, up to 2.00% for Fee Plus Transaction, AE Wealth Management, and Envestnet programs, and up to 2.25% for the Standard and Low-Minimum Wrap programs. Fees are negotiable and set by individual representatives.
Fee Estimator
Location
7501 Lemont Road, Suite 20 D, Woodridge, IL, 60517
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Patrick is the President of Financial Security Consultants, Inc., an insurance sales and services business, since 1995. This takes about 10-20% of Patrick's time.
Employment History
Current Registrations
Madison Avenue Securities, LLC
Madison Avenue Securities, LLCBroker
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Sagepoint Financial, INC.Broker
Sagepoint Financial, INC.
American General Securities Incorporated
American General Securities IncorporatedBroker
K. W. Chambers & CO.Broker
K. W. Chambers & CO.Broker
Uslife Equity Sales CORP.Broker
Franklin Financial Services CorporationBroker
Pruco Securities CorporationBroker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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