A complete list of active advisors currently associated with Keybridge Capital
Warmer can help you find a great advisor at Keybridge Capital or one who fits your needs even better.
Keybridge Capital provides discretionary and non‑discretionary asset management, written financial planning, and one‑time or as‑needed consulting to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, and business entities, and currently manages roughly $5.6 million for a very small client base. The firm operates as a single‑advisor practice and also delivers educational seminars and public workshops on financial planning and retirement topics, offered on an impersonal basis. The firm’s investment approach is value‑oriented with a dividend‑growth, long‑only emphasis, supplemented by tactical and strategic asset allocation and limited option strategies when appropriate. Custody and trade execution are provided through an institutional platform (Interactive Brokers), and planning engagements commonly include retirement planning, tax coordination with outside accountants, portfolio review, and tailored investment restrictions. A distinctive feature is that the firm’s advisor is separately licensed as an insurance agent and may recommend or sell life, disability, annuities and other insurance products for commission, a relationship the brochure discloses as a potential conflict of interest. The practice is owner‑managed (the principal is the firm’s sole owner and primary reviewer), and the combination of insurance sales plus free public workshops is less common among independent, solo‑advisor firms.
To learn more about the advisors currently working at Keybridge Capital, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Quincy, IL
| 9
|
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