Sarah Keefer is a registered investment advisor at LPL Financial LLC, based in Canton, IL, with 16 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
885 N Main St., Canton, IL, 61520
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sarah operates Keefer Financial, Inc. and MidAmerica Financial Services as DBAs for her LPL business, dedicating full-time and about a third of her time respectively during securities trading. She also co-owns Keefer Properties, LLC, a real estate rental business, spending a few hours per week on it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Midwestern Securities Trading Co.,llc
Midwestern Securities Trading Company, LLCBroker
Edward Jones
Edward JonesBroker
State Registrations26 states
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