Unclaimed Profile

Keith Paul Duet

ASSET PLANNING SERVICES INC·COVINGTON, Louisiana

Clean record20 years registeredASSET PLANNING SERVICES INC

509 W. 21ST AVENUE, COVINGTON, LA 70433CRD# 4332322Firm CRD# 104715

Profile Verification

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

Identity

Keith Paul Duet · COVINGTON, LA

Registration

CRD #4332322 · ASSET PLANNING SERVICES INC · 20 years registered

Brand Profile

Not yet started

Career History

ADVISORY SERVICES NETWORK

Oct 2013 – present

ASSET PLANNING SERVICES INC

May 2006 – Oct 2013

COVINGTON, LA

Registrations & Exams

Registration record

First registered · May 2, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ASSET PLANNING SERVICES INC

CRD 104715 · SEC 801-29419

AUM

$290M

Regulatory assets under management

Employees

579 client accounts

Services offered by ASSET PLANNING SERVICES INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ASSET PLANNING SERVICES INC →

Introduction

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Frequently Asked Questions

What services does Keith Paul Duet offer?

Keith Paul Duet specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in COVINGTON, Louisiana for a consultation.

What are Keith Paul Duet's credentials?

Keith Paul Duet is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Keith Paul Duet located?

Keith Paul Duet is based in COVINGTON, Louisiana, working with ASSET PLANNING SERVICES INC. Their office serves clients in the COVINGTON metropolitan area and surrounding communities.

How does Keith Paul Duet charge for services?

Keith Paul Duet's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ASSET PLANNING SERVICES INC?

ASSET PLANNING SERVICES INC has approximately 5 employees and manages $290M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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