RK
RK

Ryan Keen

13 Years of Experience
Robinson, IL
BrokerSells Insurance

Ryan Keen is a registered investment advisor at Private Client Services, LLC, based in Robinson, IL, with 13 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,251 clients with $1.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
637 advisors
Number of Clients
3,251 clients
Average Client Portfolio
$323K average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.75%
$500K - $1000K1.50%
$1M+1.25%

Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.

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

1507 West Main St., Robinson, IL, 62454

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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 ActivitiesSells Insurance

Ryan is involved in several outside business activities. He works full-time at Prairie Rivers Investments, LLC as a Registered Investment Advisor and spends about 10-20% of his time as an insurance agent selling life insurance, fixed indexed and variable annuities, and LTC coverage through Prairie Rivers Investments, LLC. Ryan also owns and operates Keen Farms (hobby farming) and Keen Woodworking, dedicating a few hours per week to each.

Employment History
Current Registrations
Private Client Services, LLCBroker
January 2023 - Present · 3 yrs 4 mos
Prairie Rivers Investments, LLC
June 2017 - Present · 8 yrs 11 mos
Previous Registrations
Securities America, INC.Broker
September 2020 - January 2023 · 2 yrs 4 mos
Securities Service Network, LLCBroker
November 2013 - September 2020 · 6 yrs 10 mos
Ssn Advisory, INC.
November 2013 - December 2017 · 4 yrs 1 mo
Investment Advisors
October 2012 - November 2013 · 1 yr 1 mo
Proequities, INC.Broker
September 2012 - November 2013 · 1 yr 2 mos
State Registrations7 states
FLILINNCNYOHTX
AdvisorBrokerBoth

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.