Keffer Financial Planning
Firm details
- Headquarters
- Oak Park, Illinois
- CRD number
- 143785
- Website
- kefferfinancialplanning.com
- Fee structure
- Hourly Charges
- Services
- Financial PlanningEducational Seminars / Workshops
Firm profile
FINTRXOverview
Keffer Financial Planning operates as a sole proprietorship, focusing on providing financial planning services and conducting educational seminars and workshops. The firm is owned by an individual and does not classify itself as a capital allocator. It engages in the sale of various financial products, indicating a diverse approach to client needs. However, it does not actively pursue ESG investments and is not registered as a multi-state adviser. The firm’s fee structure is based on hourly charges, allowing for flexibility in client billing.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1William Keffer
Financial PlanningCRD 4925165
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Oak Park, IL
Cook
Location
Oak Park, IL
Headquartered in Oak Park, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 1011 Lake St
- Time zone
- CT (UTC-6)
- Office locations
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