KEB Wealth Advisors logo

KEB Wealth Advisors

Updated today

Client AUM

$1,243,453,519

Clients

662

Advisors

14

across 3 offices

About

KEB Wealth Advisors is a multi-advisor investment advisory firm that manages roughly $1.27 billion for about 662 clients with a 13-advisor team. It provides investment management, financial planning, and employee benefit/retirement plan services to individuals (including high-net-worth clients), trusts, corporations, not-for-profits and retirement plans.

The firm follows an evidence-based, long-term approach grounded in Modern Portfolio Theory, using written investment policy statements, Monte Carlo analysis, and generally low‑turnover allocations implemented with no‑load mutual funds, ETFs, DFA strategies, and conservative fixed-income managed accounts. KEB also uses third‑party managers in practice—primarily Focus Partners AdvisorSolutions as a TPMM and, in certain circumstances, AQR as an independent manager—and may employ less-liquid vehicles such as interval funds when suitable for a client’s objectives and liquidity profile.

A distinctive feature is KEB’s ownership and control relationship with Kerber, Eck & Braeckel LLP, an affiliated accounting firm whose partners are also members of KEB; the firms refer clients to one another and accounting personnel may receive compensation for referrals, a relationship KEB discloses and treats as separate, distinct services. The affiliation leads to closer coordination on tax, estate and business-sale planning and the firm’s retirement-plan work often integrates outsourced 3(38) fiduciary providers, reflecting a level of cross-disciplinary service coordination that is less common among peers.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Wealth management Passive / index investing Tax-loss harvesting General estate planning guidance College savings (529s, UTMA, etc.)

Want help finding the right advisor?

Answer a few questions to see advisors matched to you.

Fee options

Percentage

$0 - $2,000,000: 0.90% $2,000,001 - $5,000,000: 0.50% $5,000,001 - $10,000,000: 0.40% $10,000,001 - $20,000,000: 0.30% $20,000,001+: 0.20%

Project-based

$250 to $400 per hour, depending on complexity and mutual agreement

Other

Account minimum: $500,000 Minimum fee: Minimum annual fee of $4,500, billed monthly ($375/month for accounts under $500,000)

Main office

See office

3200 Robbins Road, Suite 200 A

Springfield IL 62704

Advisors at this office

12

Most active in

Arizona · California · Florida · Illinois · Indiana · Kansas · Louisiana · Michigan · Minnesota · Missouri · Nebraska · North Carolina · Puerto Rico · South Carolina · Texas · Wisconsin

Also doing business as

Keb Asset Management, LLC · Keb Wealth Advisors

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Ross H

CFP®, Series 63, Series 65

Springfield, IL

KEB Wealth Advisors

Ross Hager is a CFP®-certified financial advisor with 13 years of industry experience. He is currently with KEB Wealth Advisors in Springfield, IL, where he has worked since 2019. Prior to that, he held roles at Raymond James Financial Services Advisors and Busey Investment Services. KEB Wealth Advisors serves a diverse client base including individuals, trusts, corporations, and not-for-profit organizations, offering investment management, financial planning, and retirement plan advisory services. The firm employs an evidence-based investment approach grounded in Modern Portfolio Theory and is affiliated with the accounting firm Kerber, Eck & Braeckel LLP.

Wealth management Passive / index investing Tax-loss harvesting General estate planning guidance College savings (529s, UTMA, etc.)
user avatar

Steven D

PFS™, Series 65

Springfield, IL

KEB Wealth Advisors

Steven Dumstorff is a financial advisor at KEB Wealth Advisors in St. Louis, MO, with 25 years of industry experience. He holds the PFS™ designation and Series 65 license. Since 2013, he has been associated with both KEB Wealth Advisors and the affiliated accounting firm Kerber, Eck & Braeckel LLP, where he also works as a CPA. KEB Wealth Advisors serves individuals, trusts, partnerships, corporations, nonprofits, and retirement plans, providing investment management, financial planning, and employee benefit advisory services. The firm employs an evidence-based investment approach grounded in Modern Portfolio Theory and utilizes third-party managers and unique offerings such as interval funds and cash aggregation services.

Wealth management Passive / index investing Tax-loss harvesting General estate planning guidance College savings (529s, UTMA, etc.)
user avatar

Brook S

Series 65

Springfield, IL

KEB Wealth Advisors

Brook Soebbing is a financial advisor at KEB Wealth Advisors with a Series 65 designation and two years of industry experience. Prior to joining KEB Wealth Advisors in 2021, he held positions at Lincoln Chrysler Dodge Jeep, LHC Group, University of Louisiana at Lafayette, and Lincoln Land Community College. KEB Wealth Advisors is a multi-advisor firm managing approximately $1.27 billion for around 662 clients, offering investment management, financial planning, and employee benefit services. The firm employs an evidence-based, long-term investment approach that incorporates Modern Portfolio Theory, Monte Carlo analysis, and a range of low-turnover investment vehicles, while maintaining a close affiliation with an accounting firm to provide coordinated tax, estate, and business-sale planning.

Wealth management Passive / index investing Tax-loss harvesting General estate planning guidance College savings (529s, UTMA, etc.)
user avatar

Gina R

PFS™, Series 65

Springfield, IL

KEB Wealth Advisors

Gina Reeves is a financial advisor at KEB Wealth Advisors in St. Louis, MO, with 22 years of industry experience. She holds the PFS™ designation and Series 65 license. In addition to her advisory role, she is a CPA with Kerber, Eck & Braeckel LLP, where she has worked since 2013. KEB Wealth Advisors serves individuals, trusts, partnerships, corporations, nonprofits, and retirement plans by providing investment management, financial planning, and employee benefit advisory services. The firm employs an evidence-based investment approach grounded in Modern Portfolio Theory and maintains a close affiliation with the accounting firm Kerber, Eck & Braeckel LLP.

Wealth management Passive / index investing Tax-loss harvesting General estate planning guidance College savings (529s, UTMA, etc.)
user avatar

Nathan T

Series 65

Springfield, IL

KEB Wealth Advisors

Nathan Townsend is a Series 65-licensed financial advisor with KEB Wealth Advisors in Springfield, IL, where he has worked since 2016. He has nine years of industry experience. KEB Wealth Advisors is a multi-advisor firm managing approximately $1.27 billion for a diverse client base that includes individuals, trusts, corporations, and not-for-profits. The firm employs an evidence-based, long-term investment approach incorporating Modern Portfolio Theory and uses a mix of low-turnover allocations, third-party managers, and conservative fixed-income strategies.

Wealth management Passive / index investing Tax-loss harvesting General estate planning guidance College savings (529s, UTMA, etc.)
user avatar

Jared V

Series 63, Series 65

Springfield, IL

KEB Wealth Advisors

Jared Van Slyke is a financial advisor at KEB Wealth Advisors with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including NYLIFE Securities, LLC and C2P Capital Advisory Group. In addition to his advisory role, Mr. Van Slyke conducts financial literacy seminars for the local chapter of the American Financial Education Alliance. KEB Wealth Advisors serves individuals, trusts, corporations, and nonprofit organizations, providing investment management, financial planning, and retirement plan advisory services. The firm follows an evidence-based investment approach grounded in Modern Portfolio Theory and collaborates with affiliated accounting professionals for comprehensive client support.

Wealth management Passive / index investing Tax-loss harvesting General estate planning guidance College savings (529s, UTMA, etc.)
user avatar

Christopher B

Series 63, Series 65

Springfield, IL

KEB Wealth Advisors

Christopher Brauner is a financial advisor at KEB Wealth Advisors with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including The Leaders Group, Inc. and Buckingham Strategic Wealth, LLC. Brauner has been with KEB Wealth Advisors since 2024. KEB Wealth Advisors is a multi-advisor firm managing approximately $1.27 billion for individuals, trusts, corporations, not-for-profits, and retirement plans. The firm employs an evidence-based, long-term investment approach using Modern Portfolio Theory, written investment policy statements, and low-turnover allocations across a variety of investment vehicles.

Wealth management Passive / index investing Tax-loss harvesting General estate planning guidance College savings (529s, UTMA, etc.)
user avatar

Susan S

Series 63, Series 65

Springfield, IL

KEB Wealth Advisors

Susan Shackelford is a financial advisor at KEB Wealth Advisors with Series 63 and Series 65 credentials and 27 years of industry experience. She has been with KEB Wealth Advisors since 2011. KEB Wealth Advisors serves individuals, trusts, partnerships, corporations, not-for-profit organizations, and retirement plans, offering investment management, financial planning, and employee benefit advisory services. The firm employs an evidence-based investment approach grounded in Modern Portfolio Theory, utilizing broadly traded mutual funds, ETFs, and Dimensional Fund Advisors strategies with a buy-and-hold orientation.

Wealth management Passive / index investing Tax-loss harvesting General estate planning guidance College savings (529s, UTMA, etc.)
user avatar

Robert B

CFP®, Series 65

St. Louis, MO

KEB Wealth Advisors

Robert Barrale is a CFP® and Series 65-designated advisor with nine years of industry experience. He has been with KEB Wealth Advisors since 2014 and previously worked at Mastercard Worldwide for 23 years. KEB Wealth Advisors is a multi-advisor firm managing approximately $1.27 billion for around 662 clients, offering investment management, financial planning, and employee benefit services to individuals, trusts, corporations, and not-for-profits. The firm employs an evidence-based, long-term investment approach incorporating Modern Portfolio Theory and coordination with an affiliated accounting firm for integrated tax and estate planning.

Wealth management Passive / index investing Tax-loss harvesting General estate planning guidance College savings (529s, UTMA, etc.)
user avatar

Riley B

Series 65

Springfield, IL

KEB Wealth Advisors

Riley Beal is a financial advisor at KEB Wealth Advisors in Springfield, IL, holding a Series 65 credential with one year of industry experience. Prior to joining KEB Wealth Advisors, Riley's work history includes roles at Texas Tech University and Buckhart Sand & Gravel. KEB Wealth Advisors is a multi-advisor firm managing approximately $1.27 billion for a diverse client base that includes individuals, trusts, corporations, and not-for-profits. The firm employs an evidence-based, long-term investment approach using Modern Portfolio Theory and coordinates closely with an affiliated accounting firm to integrate tax, estate, and retirement planning services.

Wealth management Passive / index investing Tax-loss harvesting General estate planning guidance College savings (529s, UTMA, etc.)
user avatar

Caden H

Series 65

Springfield, IL

KEB Wealth Advisors

Caden Heyen is a financial advisor at KEB Wealth Advisors in Springfield, IL, holding a Series 65 designation with three years of industry experience. His prior work includes roles at Farm Credit Illinois and the University of Illinois. KEB Wealth Advisors serves individuals, trusts, partnerships, corporations, not-for-profit organizations, and retirement plans, providing investment management, financial planning, and employee benefit advisory services. The firm follows an evidence-based investment approach grounded in Modern Portfolio Theory and offers several specialized services, including coordination with fiduciary providers and affiliation with the accounting firm Kerber, Eck & Braeckel LLP.

Wealth management Passive / index investing Tax-loss harvesting General estate planning guidance College savings (529s, UTMA, etc.)
user avatar

Jonathan C

PFS™, Series 63, Series 65

Springfield, IL

KEB Wealth Advisors

Jonathan Carter is a financial advisor at KEB Wealth Advisors with 26 years of industry experience. He holds the PFS™ designation as well as Series 63 and Series 65 licenses. Carter has been with KEB Wealth Advisors since 1999 and is also associated with Kerber Eck & Braeckel, where he has worked since 1983. KEB Wealth Advisors serves a diverse client base including individuals, trusts, corporations, and not-for-profit organizations, providing investment management, financial planning, and retirement plan advisory services. The firm employs an evidence-based investment approach grounded in Modern Portfolio Theory, utilizing broadly traded mutual funds, ETFs, and Dimensional Fund Advisors strategies with a buy-and-hold orientation.

Wealth management Passive / index investing Tax-loss harvesting General estate planning guidance College savings (529s, UTMA, etc.)
user avatar

Justin M

CFP®, Series 66

Springfield, IL

KEB Wealth Advisors

Justin Mason is a CFP® and holds a Series 66 license with 13 years of industry experience. He has been with KEB Wealth Advisors and its predecessor entities since 2013. KEB Wealth Advisors serves individuals, trusts, partnerships, corporations, not-for-profit organizations, and retirement plans by providing investment management, financial planning, and employee benefit advisory services. The firm employs an evidence-based investment approach grounded in Modern Portfolio Theory, utilizing broadly traded mutual funds, ETFs, and Dimensional Fund Advisors strategies with a buy-and-hold orientation.

Wealth management Passive / index investing Tax-loss harvesting General estate planning guidance College savings (529s, UTMA, etc.)
user avatar

Sean M

Series 65

Fenton, MO

KEB Wealth Advisors

Sean Mc Nutt is a financial advisor at KEB Wealth Advisors with a Series 65 designation and less than one year of industry experience. Prior to joining the firm, he gained work experience at College Hunks - Hauling Junk & Moving. KEB Wealth Advisors is a multi-advisor firm managing approximately $1.27 billion for around 662 clients, including individuals, trusts, corporations, and not-for-profits. The firm employs an evidence-based, long-term investment approach using Modern Portfolio Theory and incorporates collaborations with an affiliated accounting firm to provide integrated tax, estate, and retirement plan services.

Wealth management Passive / index investing Tax-loss harvesting General estate planning guidance College savings (529s, UTMA, etc.)
View complete list of advisors at this firm
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)