Joseph D Keck
Advisor at Merrill — Leawood, KS College Blvd
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
1 year
Location
Leawood, KS 66211
Merrill
Institution
Joseph Keck is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he collaborates with clients to define their financial goals and develop tailored portfolio strategies aimed at helping them achieve those objectives. He provides ongoing advice and adjusts investment plans as clients' situations evolve.
Joseph focuses on areas including managing new wealth, personal retirement planning, portfolio management services, and tax minimization. He emphasizes listening carefully to clients to understand what matters most to them and their families, which informs the personalized strategies he creates.
He holds a Bachelor's Degree from Missouri State University and the Personal Investment Advisor (PIA) designation. Outside of his professional work, Joseph enjoys cooking, football, and hiking.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Leawood, KS College Blvd
3401 College Blvd
Leawood KS 66211
Advisors at this office
53
Kansas · Texas
1 year of industry experience
Bank of America, N.A.
2024 - Present • 2 years
Lees Summit, MO
Merrill
2024 - Present • 2 years
Lees Summit, MO
Darden
2024 - 2024 • 1 year
Wentzville, MO
Unemployed
2024 - 2024 • 1 year
Wentzville, MO
Korea University
2023 - 2023 • 1 year
Seoul
Forvis
2023 - 2023 • 1 year
Springfield, MO
Missouri State University
2022 - 2024 • 2 years
Springfield, MO
Northwestern Mutual
2022 - 2022 • 1 year
Springfield, MO
Vantage Credit Union
2021 - 2022 • 1 year
Wentzville, MO
St. Charles Community College
2020 - 2022 • 2 years
Cottleville, MO
Mittler Bros. Machine & Tool
2019 - 2021 • 2 years
Wright City, MO
Unemployed
2019 - 2019 • 1 year
Wentzville, MO
The Pisa Group
2018 - 2019 • 1 year
Wentzville, MO
Holt High School
2016 - 2020 • 4 years
Wentzville, MO
Unemployed
2016 - 2018 • 2 years
Wentzville, MO
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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