Kyle Keck

Advisor at Edward Jones

Updated today

Location

Keokuk, IA 52632-2318

Credentials

CFP®, Series 66

Industry experience

8 years

About

Kyle Keck is a CFP® with eight years of industry experience and has been with Edward Jones since 2017. Prior to joining Edward Jones, he worked in various roles including positions at Winger Mechanical and Missouri Baptist University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy Business exit / sale strategy Business succession planning General estate planning guidance Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

123 Boulevard Rd Ste 2

Keokuk, IA 52632-2318

Most active in

Iowa · Texas

Work history

Edward Jones

2017 - Present (9 years)

Winger Mechanical

2016 - 2017 (1 year)

Missouri Baptist University

2016 - 2017 (1 year)

Gateway Grizzlies Professional Baseball

2016 - 2016 (1 year)

Forest Hills Country Club

2016 - 2016 (1 year)

Missouri Baptist University

2015 - 2017 (2 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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Daniel K

Series 63, Series 65

Keokuk, IA

Moors & Cabot, Inc.

Daniel Krueger is a financial advisor at Moors & Cabot, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at B.B. Graham & Co. since 2014 and operates Krueger Brokerage Inc. since 1992. Outside of his advisory work, he serves on the Finance Committee of the First Christian Church in Keokuk, Iowa. Moors & Cabot provides investment advisory and related services to a broad client base, including individuals, high-net-worth investors, corporations, and charitable organizations. The firm employs a variety of analytic approaches and offers discretionary and non-discretionary portfolio management, financial planning, and consulting services.

Wealth management ESG / Sustainable investing Options & derivatives strategies Private / alternative investments Founder/Business Owner Retired
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Robert K

Series 63, Series 65

Keokuk, IA

Moors & Cabot, Inc.

Robert Kelly is a financial advisor at Moors & Cabot, Inc. with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Moors & Cabot since 2021, following seven years at B.B. Graham & Co. He serves as a board member of the Keokuk City Council, participating in weekly discussions on community concerns without compensation. Moors & Cabot provides investment advisory and related services to individual and high-net-worth investors, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a range of analytic approaches and offers discretionary and non-discretionary portfolio management, fee-based financial planning, and consulting services.

Wealth management ESG / Sustainable investing Options & derivatives strategies Private / alternative investments Founder/Business Owner Retired
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Nicholas P

Series 66

Keokuk, IA

Moors & Cabot, Inc.

Nicholas Profeta is a financial advisor at Moors & Cabot, Inc. with a Series 66 designation. He has held roles at Moors & Cabot since 2024 and previously worked at KIST Advisory Group, Southwestern Community College, Darkside, and Keokuk School. Moors & Cabot provides investment advisory and related services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm employs a variety of analytic approaches and offers discretionary and non-discretionary portfolio management, financial planning, and consulting services.

Wealth management ESG / Sustainable investing Options & derivatives strategies Private / alternative investments Founder/Business Owner Retired
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John D

Series 63, Series 65

Keokuk, IA

Cambridge Investment Research Advisors

John Dunlap is a financial advisor with Cambridge Investment Research Advisors in Keokuk, Iowa, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior work includes roles at Pruco Securities, LLC and Questar Asset Management. Outside of his advisory work, Dunlap serves as a board member of the Knights of Columbus and operates an enrolled agent tax preparation and bookkeeping service through Taxes Plus. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent financial professionals. The firm offers financial planning, portfolio management, retirement plan advisory, and access to third-party sub-advisers, employing a variety of account platforms and investment approaches.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Adrian S

Series 66

Keokuk, IA

Ameriprise

Adrian Schmidt is a financial advisor with Ameriprise in Keokuk, IA, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he worked at DoorDash and Red Robin Gourmet Burgers and Brews. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, written Recommendation Reports through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Gregory F

Series 63, Series 66

Keokuk, IA

Edward Jones

Gregory Fleming is a financial advisor with Edward Jones in Keokuk, Iowa, holding Series 63 and Series 66 licenses. He has 25 years of industry experience, all of which has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options through a large network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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