Keith Karchmar
Professional Summary
Keith Karchmar, who also goes by Keith Lyle Karchmar, is a registered financial advisor currently at K&H WEALTH PARTNERS located in Northbrook, Illinois and PURSHE KAPLAN STERLING INVESTMENTS located in Northbrook, Illinois. Keith is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Keith has worked at 8 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Keith Lyle Karchmar
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
21 years in the financial services industry
Current & Past Employments
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Current Firm
K&H WEALTH PARTNERS | K&H WEALTH PARTNERS INC.
Contact Information
Main Address
666 Dundee Road, Suite 1901, Northbrook, IL 60062Phone Number
(224) 235-4307# of Employees
3Documents
Regulatory Assets Under Management
Total Number of Accounts
217AUM (Assets Under Management)
$66,641,012Similar Advisors
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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.
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State Registrations and Notice Filings
(5/23/2024)
(5/23/2024)
(5/23/2024)
(12/4/2024)
(5/23/2024)
(8/27/2026)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Keith Karchmar's CRS (Customer Relationship Summary).
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