Unclaimed Profile

James Edward Erlacker

KEB ASSET MANAGEMENT, LLC·SPRINGFIELD, Illinois

Series 65Clean record25 years registeredKEB ASSET MANAGEMENT, LLC

3200 ROBBINS ROAD, SPRINGFIELD, IL 62704CRD# 4483013Firm CRD# 117935

Profile Verification

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

Identity

James Edward Erlacker · SPRINGFIELD, IL

Registration

CRD #4483013 · KEB ASSET MANAGEMENT, LLC · 25 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: KEB ASSET MANAGEMENT, LLC

KEB WEALTH ADVISORS

Feb 2001 – Sep 2024

St. Louis, MO

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · February 28, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KEB ASSET MANAGEMENT, LLC

CRD 117935 · SEC 801-62965

AUM

$933M

Regulatory assets under management

Employees

1,967 client accounts

Services offered by KEB ASSET MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at KEB ASSET MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does James Edward Erlacker offer?

James Edward Erlacker specializes in Financial Planning, Investment Management, Wealth Management.

What are James Edward Erlacker's credentials?

James Edward Erlacker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Edward Erlacker located?

James Edward Erlacker is based in SPRINGFIELD, Illinois, last registered with KEB ASSET MANAGEMENT, LLC.

How does James Edward Erlacker charge for services?

James Edward Erlacker'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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