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CFP
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CFP

Christine Pavel

Keating Financial Advisory Services
17 Years of Experience
Chicago, IL
View SEC Summary
View SEC Summary

Christine Pavel is a CFP-designated registered investment advisor at Keating Financial Advisory Services, based in Chicago, IL, with 17 years of industry experience. Christine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 5,285 clients with $1.5B in assets under management.

Keating Financial Advisory Services
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
5,285 clients
Average Client Portfolio
$274K average
Assets Under Management
$1.5B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The annual program fee ranges from negotiable to 2.50% depending on the complexity of the account and the amount of assets.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

2500 Bradley Place, Suite 207, Chicago, IL, 60618

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Christine works as a financial advisor for Keating & Associates, dedicating minimal time. She also serves as Director of Wealth Planning for Purposeful Wealth Advisors, spending about half her time on financial planning and investment management.

Employment History
Current Registrations
Keating Financial Advisory Services
April 2019 - Present · 7 yrs 6 mos
Previous Registrations
Raymond James Financial Services, INC.Broker
March 2019 - July 2025 · 6 yrs 4 mos
Raymond James Financial Services Advisors, INC
March 2019 - July 2025 · 6 yrs 4 mos
Alera Investment Advisors, LLC
November 2017 - March 2019 · 1 yr 4 mos
Triad Advisors LLCBroker
November 2017 - March 2019 · 1 yr 4 mos
Securian Financial Services, INC.
July 2013 - November 2017 · 4 yrs 4 mos
Securian Financial Services, INC.Broker
June 2013 - November 2017 · 4 yrs 5 mos
Trinity Financial Advisors LLC
September 2001 - December 2003 · 2 yrs 3 mos
The Chicago CorporationBroker
August 1994 - April 1996 · 1 yr 8 mos
State Registrations2 states
ILKS
Advisor

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
No exam information available for this advisor.
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