Unclaimed Profile

David R. Pritchard

KEB ASSET MANAGEMENT, LLC·SPRINGFIELD, Illinois

Clean recordKEB ASSET MANAGEMENT, LLC

3200 ROBBINS ROAD, SPRINGFIELD, IL 62704CRD# 4929502Firm CRD# 117935

Profile Verification

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

Identity

David R. Pritchard · SPRINGFIELD, IL

Registration

CRD #4929502 · KEB ASSET MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

David R. Pritchard is a registered financial advisor based in SPRINGFIELD, Illinois, affiliated with KEB ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

KEB ASSET MANAGEMENT, LLC

KEB WEALTH ADVISORS

AUM

$933M

Regulatory assets under management

Employees

Total firm employees

View all advisors at KEB ASSET MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 4929502

Firm CRD# 117935

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David R. Pritchard offer?

David R. Pritchard specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SPRINGFIELD, Illinois for a consultation.

What are David R. Pritchard's credentials?

David R. Pritchard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David R. Pritchard located?

David R. Pritchard is based in SPRINGFIELD, Illinois, working with KEB ASSET MANAGEMENT, LLC. Their office serves clients in the SPRINGFIELD metropolitan area and surrounding communities.

How does David R. Pritchard charge for services?

David R. Pritchard's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KEB ASSET MANAGEMENT, LLC?

KEB ASSET MANAGEMENT, LLC has approximately 15 employees and manages $933M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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