Keith Chapman
Keith Chapman is a registered investment advisor at Think818, LLC, based in Dallas, TX, with 28 years of industry experience. Keith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 28 clients with $5.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Think818 recommends third-party managers to manage your investments. The total annual advisory fee ranges from 0.30% to 2.10% of your portfolio's value, depending on the manager and the services provided. Think818 receives between 0.25% and 1% of this total fee from the third-party manager. These fees are negotiable.
Location
Dallas, TX
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2012Other Business ActivitiesSells Insurance
Keith is an insurance agent with Chapman Wealth Management since 2003, dedicating a few hours per week to selling and servicing policies. He also works as a national sales trainer for Leap Systems, Inc., focusing on financial planning and life insurance, spending a few hours per week on this activity.
Employment History
Current Registrations
Think818, LLC
Previous Registrations
Cetera Advisor Networks LLCBroker
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
Vsr Advisory Services
The Masters, INC.
Vsr Financial Services, INC.Broker
Raymond James Financial Services, INC.Broker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Sun Investment Services CompanyBroker
State Registrations1 state
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.