Unclaimed Profile

Steven Lynn Skancke

KEEL POINT, LLC·HUNTSVILLE, Alabama

Clean recordKEEL 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Steven Lynn Skancke is a registered financial advisor based in HUNTSVILLE, Alabama, affiliated with KEEL POINT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Introduction

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Firm Overview

Firm

KEEL POINT, LLC

AUM

$2.9B

Regulatory assets under management

Employees

Total firm employees

View all advisors at KEEL POINT, LLC →

Services

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 5327191

Firm CRD# 127902

View on FINRA BrokerCheck →

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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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