Unclaimed Profile

Richard Kevin Okeefe

FIRST AFFIRMATIVE FINANCIAL NETWORK LLC·COLORADO SPRINGS, Colorado

Series 1, Series 3, Series 7, Series 63, Series 65Clean record27 years registeredFIRST AFFIRMATIVE FINANCIAL NETWORK LLC

5475 MARK DABLING BOULEVARD, COLORADO SPRINGS, CO 80918CRD# 706742Firm CRD# 109036

Profile Verification

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

Identity

Richard Kevin Okeefe · COLORADO SPRINGS, CO

Registration

CRD #706742 · FIRST AFFIRMATIVE FINANCIAL NETWORK LLC · 27 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FIRST AFFIRMATIVE FINANCIAL NETWORK LLC

FIRST AFFIRMATIVE FINANCIAL NETWORK LLC

Aug 1999 – Dec 2020

CENTENNIAL, CO

Registrations & Exams

FINRA examinations passed

Series 1

Series 3

Series 7

Series 63

Series 65

Registration record

First registered · August 12, 1999

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FIRST AFFIRMATIVE FINANCIAL NETWORK LLC

CRD 109036 · SEC 801-56587

AUM

$564M

Regulatory assets under management

Employees

2,358 client accounts

Services offered by FIRST AFFIRMATIVE FINANCIAL NETWORK LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at FIRST AFFIRMATIVE FINANCIAL NETWORK LLC →

Introduction

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Frequently Asked Questions

What services does Richard Kevin Okeefe offer?

Richard Kevin Okeefe specializes in Financial Planning, Investment Management, Wealth Management.

What are Richard Kevin Okeefe's credentials?

Richard Kevin Okeefe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Richard Kevin Okeefe located?

Richard Kevin Okeefe is based in COLORADO SPRINGS, Colorado, last registered with FIRST AFFIRMATIVE FINANCIAL NETWORK LLC.

How does Richard Kevin Okeefe charge for services?

Richard Kevin Okeefe's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FIRST AFFIRMATIVE FINANCIAL NETWORK LLC?

FIRST AFFIRMATIVE FINANCIAL NETWORK LLC has approximately 22 employees and manages $564M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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