Unclaimed Profile

James Kevin Hagerman

KEB ASSET MANAGEMENT, LLC·SPRINGFIELD, Illinois

Clean record27 years registeredKEB ASSET MANAGEMENT, LLC

3200 ROBBINS ROAD, SPRINGFIELD, IL 62704CRD# 4605066Firm CRD# 117935

Profile Verification

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

Identity

James Kevin Hagerman · SPRINGFIELD, IL

Registration

CRD #4605066 · KEB ASSET MANAGEMENT, LLC · 27 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: KEB ASSET MANAGEMENT, LLC

KEB WEALTH ADVISORS

Jul 1999 – Jul 2022

SPRINGFIELD, IL

Registrations & Exams

Registration record

First registered · July 12, 1999

Years registered · 27

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

Speak with James

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if James is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SPRINGFIELD?

Browse all registered financial advisors in SPRINGFIELD, Illinois or claim this profile if it's yours.

Browse SPRINGFIELD Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does James Kevin Hagerman offer?

James Kevin Hagerman specializes in Financial Planning, Investment Management, Wealth Management.

What are James Kevin Hagerman's credentials?

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

Where is James Kevin Hagerman located?

James Kevin Hagerman is based in SPRINGFIELD, Illinois, last registered with KEB ASSET MANAGEMENT, LLC.

How does James Kevin Hagerman charge for services?

James Kevin Hagerman'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →