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Keith Corbett

Advisor at Cetera

Updated today

Location

Oakley, KS 67748

Credentials

Series 66

Industry experience

8 years

About

Keith Corbett is a financial advisor with Cetera, holding a Series 66 designation and eight years of industry experience. He has worked at Cetera and its affiliates since 2021 and is the owner of At Home Financial, LLC, a financial services business. Corbett also serves as a board member for the Oakley Housing Authority. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing a combination of advisor-managed accounts, model portfolios, and third-party solutions.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy

Occupation focus

Based on Cetera

Founder/Business Owner Executive Retired

Demographic focus

Based on Cetera

HENRY (High Earners, Not Rich Yet) Approaching retirement

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Fee options

Fixed

Flat fees for financial planning and consulting negotiated with client

Percentage

$0 - $250,000: Up to 2.75% $250,001 - $500,000: Up to 2.50% $500,001 - $750,000: Up to 2.00% $750,001 - $1,000,000: Up to 1.75% $1,000,001 - $2,000,000: Up to 1.50% $2,000,001 - $5,000,000: Up to 1.25% $5,000,001+: As low as 0.75% (varies by program)

Project-based

Hourly consulting and financial planning rates negotiated with client

Other

Account minimum: $5,000 Minimum fee: Minimum program fees ranging from $99 to $199 annually depending on program Fee-only: Flat or hourly fees for financial planning and consulting services, negotiated case-by-case

Location

315 Maple Ave

Oakley, KS 67748

Most active in

Kansas

Work history

Cetera

2024 - Present (2 years)

Cetera ADVISORS LLC

2021 - Present (5 years)

At Home Financial, LLC

2021 - Present (5 years)

Oakley Housing Authority

2019 - Present (7 years)

Thomas Annis

2017 - 2021 (4 years)

Various Insurance Carriers for W & R Insurance Agencies

2017 - 2021 (4 years)

Waddell & Reed, Inc.

2017 - 2017 (1 year)

Thomas Annis—Advisor W&R

2016 - 2017 (1 year)

Ruan Logistics

2016 - 2016 (1 year)

Oakley Public Library

2013 - 2019 (6 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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