Jeremy Keil is a CFA, CFP, ChFC-designated registered investment advisor at Alongside, LLC, based in New Berlin, WI, with 22 years of industry experience. Jeremy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.65% |
Fees are negotiable and may vary based on the size of the account, complexity of the portfolio, extent of activity in the account, or other reasons agreed upon by us and the client.
Fee Estimator
Location
15350 W National Ave., Suite 214, New Berlin, WI, 53151
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2010Customer Dispute
July 2008Other Business Activities
Jeremy is involved in several outside business activities, including being a non-voting member of the Lutheran Home Foundation's investment committee, an owner in tenant-in-common (TIC) of two apartment complexes, a member of Lakepoint Church's Missional Finance Team, a member of the City of Muskego's Board of Review, a TIC owner of another apartment complex, and a limited partner in a real estate investment partnership. These activities require minimal time commitment.
Employment History
Current Registrations
Alongside, LLC
Previous Registrations
Thrivent Advisor Network, LLC
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
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.