Jeremy P. Keil
ALONGSIDE
New Berlin, WI 53151
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CRD#: 4673347
Professional summary
Jeremy Phillip Keil, CFP®, ChFC®, CIMA®, CLU®, who also goes by Jeremy Phillip Keil, is a registered financial advisor currently at ALONGSIDE, LLC located in New Berlin, Wisconsin.
Jeremy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Jeremy has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jeremy Phillip Keil
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
JPK FREEDOM, LLC. STARTED 10-18-13. N3925/N3929/N3935 WASHINGTON AVE. FREEDOM WI 54130. OWNER IN TENANTS IN COMMON OF 24 UNIT APARTMENT COMPLEX. 1 HOUR PER MONTH. 0 HOURS PER WEEK DURING SECURITIES TRADING HOURS. LAKEPOINT CHURCH POSITION: Missional Finance Team Member NATURE: This team is primarily concerned about the missional business aspect of Lakepoint Church. All finances of the church are fair game and need to be taken into consideration, but the primary objective of this team is to stay on top of how property management, tenant relationships, rentals, caf operations, and accounting implications affect the overall financial situation of Lakepoint Church. This is an advisory team. We dig into the details. We advise on key decisions. The Lakepoint Elder Board probably agrees. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/16/2014 ADDRESS: S84 W18693 Enterprise Drive, Suite 101, Muskego WI 53150 DESCRIPTION: Member of the team. Stay on top of how property management, tenant relationships, rentals, caf operations, and accounting implications affect the overall financial situation of Lakepoint Church. CITY OF MUSKEGO POSITION: Member NATURE: City Government Board of Review INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/15/2017 ADDRESS: W182s8200 Racine Ave, Muskego WI 53150, United States DESCRIPTION: Act as a quasi-judicial body regarding property owners that request a change to their property value. JPK STEVENS POINT, LLC POSITION: T-I-C Owner NATURE: 40 unit apartment complex INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/27/2018 ADDRESS: 215 Sherman Ave, Stevens Point WI 54481, United States DESCRIPTION: 15% owner of professionally managed rental complex. INVESTORS ASSOCIATED POSITION: Limited Partner NATURE: Limited partner of real estate investment partnership INVESTMENT-RELATED: Yes NUMBER OF HOURS: Approximately 1 hour per month START DATE: 08/18/2023 ADDRESS: 15350 W National Ave, 214, New Berlin, WI 53151 DESCRIPTION: Limited partner, receives no compensation - only growth in partnership unit value.
CRS (Client Relationship Summary) - RIA
Click below to view Jeremy Phillip Keil's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2006
Experience
Current
June 2, 2025 - Present
ALONGSIDE, LLC
Office #1: 15350 W National Ave. Suite 214, New Berlin, WI 53151RIA
CRD#: 333587
New Berlin, WI
Past
September 25, 2019 - July 7, 2025
THRIVENT ADVISOR NETWORK, LLC
RIA
CRD#: 304569
New Berlin, WI
Past
July 2, 2003 - September 25, 2019
THRIVENT INVESTMENT MANAGEMENT INC.
RIA
CRD#: 18387
New Berlin, WI
Past
July 2, 2003 - September 25, 2019
THRIVENT INVESTMENT MANAGEMENT INC.
BD
CRD#: 18387
New Berlin, WI
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AL
ALONGSIDE, LLC
ABIDING WEALTH PARTNERS | KEIL FINANCIAL PARTNERS | INFLECTION WEALTH MANAGEMENT | ALONGSIDE, LLC
CRD#: 333587 / SEC#: 801-131682
RIA
Registered Investment Advisory firm - (1/15/2025 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Wisconsin(6/2/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
AL
ALONGSIDE, LLC
ABIDING WEALTH PARTNERS | KEIL FINANCIAL PARTNERS | INFLECTION WEALTH MANAGEMENT | ALONGSIDE, LLC
CRD#: 333587 / SEC#: 801-131682
RIA
Registered Investment Advisory firm - (1/15/2025 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3711 S Mopac Expy Suite 150, Austin, TX 78746
Mailing Address
Phone number
(214) 563-1190
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (8 States and Territories)
Documents
Red Flags
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Company Information
ALONGSIDE, LLC
CRD#: 333587New Berlin, WI 53151TRUST BUT VERIFY
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