Kevin Geiger
Kevin Geiger is a registered investment advisor at Blackridge Asset Management, LLC, based in Schaumburg, IL, with 15 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 687 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Blackridge Asset Management's advisors are compensated for their services by charging an advisory fee, or a combination of an advisory fee and a promotion fee, based on a percentage of the value of the assets they manage in your account, subject to a stated maximum. The actual fee is disclosed before you sign the management agreement. The advisory fee is shared between the advisor and Blackridge Asset Management. Fees are deducted from the account in advance, on a quarterly basis, based on an average daily balance from the previous quarter.
Location
10 North Martingale Rd, Suite 400, Schaumburg, IL, 60173
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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
Kevin owns Geiger Investments, an insurance and investment advisory DBA, and sells fixed and variable annuities, dedicating about half his time to this. He also provides brokerage services through Peak Brokerage Services, spending nearly full-time hours on commission-based investments, and is an IAR with Blackridge Asset Management, spending about a quarter of his time there.
Employment History
Current Registrations
Blackridge Asset Management, LLC
Peak Brokerage Services, LLC
Peak Brokerage Services, LLCBroker
Previous Registrations
The Retirement Guys Formula
Retirement Wealth Advisors, INC.
Alchemy Advisors, LLC
LPL Financial LLC
Highpoint Advisor Group, LLC
LPL Financial LLCBroker
Fsc Securities CorporationBroker
State Registrations5 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.