Unclaimed Profile

Richard Robert Gratza

KEB ASSET MANAGEMENT, LLC·SPRINGFIELD, Illinois

Clean recordKEB ASSET MANAGEMENT, LLC

3200 ROBBINS ROAD, SPRINGFIELD, IL 62704CRD# 5778079Firm CRD# 117935

Profile Verification

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

Identity

Richard Robert Gratza · SPRINGFIELD, IL

Registration

CRD #5778079 · KEB ASSET MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Richard Robert Gratza 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# 5778079

Firm CRD# 117935

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Richard Robert Gratza offer?

Richard Robert Gratza specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SPRINGFIELD, Illinois for a consultation.

What are Richard Robert Gratza's credentials?

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

Where is Richard Robert Gratza located?

Richard Robert Gratza 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 Richard Robert Gratza charge for services?

Richard Robert Gratza'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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