Unclaimed Profile

Steven Lynn Skancke

KEEL POINT, LLC·HUNTSVILLE, Alabama

Series 65Clean record18 years registeredKEEL POINT, LLC

100 CHURCH STREET, HUNTSVILLE, AL 35801CRD# 5327191Firm CRD# 127902

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Steven Lynn Skancke · HUNTSVILLE, AL

Registration

CRD #5327191 · KEEL POINT, LLC · 18 years registered

Brand Profile

Not yet started

Career History

KEEL POINT, LLC

Jan 2015 – present

KEEL POINT ADVISORS, LLC

Jul 2008 – Dec 2014

VIENNA, VA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · July 25, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KEEL POINT, LLC

CRD 127902 · SEC 801-62249

AUM

$2.9B

Regulatory assets under management

Employees

5,548 client accounts

Services offered by KEEL POINT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at KEEL POINT, LLC →

Introduction

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Frequently Asked Questions

What services does Steven Lynn Skancke offer?

Steven Lynn Skancke specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in HUNTSVILLE, Alabama for a consultation.

What are Steven Lynn Skancke's credentials?

Steven Lynn Skancke is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Steven Lynn Skancke located?

Steven Lynn Skancke is based in HUNTSVILLE, Alabama, working with KEEL POINT, LLC. Their office serves clients in the HUNTSVILLE metropolitan area and surrounding communities.

How does Steven Lynn Skancke charge for services?

Steven Lynn Skancke's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KEEL POINT, LLC?

KEEL POINT, LLC has approximately 83 employees and manages $2.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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