Patrick Keen
Advisor at Prairie Rivers Investments, LLC — Robinson, IL
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 63, Series 66
Experience Industry experience
42 years
Location
Robinson, IL 62454
Prairie Rivers Investments, LLC
Supported
Total advisors
3Clients per advisor
93 Very HighAvg AUM per client
$692,863 TypicalHNW client ratio
13% LowPatrick Keen is a financial advisor at Prairie Rivers Investments, LLC with 41 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Prairie Rivers since 2017, with prior roles at Securities America, Inc. and SSN Advisory Inc. Outside of advisory work, he is also involved in insurance-related activities including life, fixed and indexed annuities, and long-term care. Prairie Rivers Investments provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, and institutions such as endowments and retirement plans. The firm employs a goals-based, long-term buy-and-hold investment approach, incorporating institutional mutual funds, ETFs, individual securities, and third-party manager selection, and offers tiered service levels including family office and trust consulting.
Based on Prairie Rivers Investments, LLC
Based on Prairie Rivers Investments, LLC
Financial planning fixed fees range from $500 to $25,000; employer sponsored retirement plan consulting fixed fees range from $5,000 to $35,000 or more; endowment consulting fixed fees range from $2,000 to $20,000 or more; long term care planning fixed fees range from $300 to $1,000 or more.
$0+: Up to 1.50% annually Any cash equivalents, money market funds, certificates of deposit+: 0.15% annually
Commissions may be earned by certain IARs who are registered representatives of a broker-dealer or act as insurance agents; fees may be reduced proportionately by commissions earned.
Up to $400 per hour for financial planning; up to $500 per hour for employer sponsored retirement plan consulting; up to $400 per hour for endowment consulting; up to $150 per hour for long term care planning; hourly consulting fees negotiated case-by-case.
Account minimum: $100,000
Robinson, IL
1507 West Main St.
Robinson IL 62454
Advisors at this office
3
Illinois · Texas
42 years of industry experience
Private Client Services
2023 - Present • 3 years
Robinson, IL
SECURITIES AMERICA, inc.
2020 - 2023 • 3 years
ROBInSON, IL
Prairie Rivers Investments, LLC
2017 - Present • 9 years
Robinson, IL
SSN Advisory Inc
2013 - 2020 • 7 years
Robinson, IL
Securities Service network
2013 - 2020 • 7 years
Robison, IL
Concourse Financial Group Securities, Inc.
2007 - 2013 • 6 years
Raymond James Financial Services, inc.
1998 - 2007 • 9 years
Robinson, IL
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not 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.
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.
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.
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