Keith L. Karchmar

K&H WEALTH PARTNERS

NORTHBROOK, IL 60062

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CRD#: 4886140

Professional summary

Keith Lyle 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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Keith Lyle Karchmar

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.

Karchmar Life Insurance & Legacy Planning Inc. d/b/a Karchmar Group. Investment Related. At registered location. Insurance/Annuity. President/CEO. 04/2020. Hrs/month 140 with 80 during trading hours. Oversee all operations, I focus my business on fixed life insurance, long term care, disability and annuity business. K&H Wealth Partners Inc. Investment Related. At registered location. RIA. President/CEO. 5/22/2024. Hrs/month 160 all during trading hours. Oversee all operations. Northbrook/Glenview School District 30. Not Investment Related. 2374 Shermer Road Northbrook, IL 60062. Board of Directors. Board Memeber. 5/22/2024. Hrs/month 3 with 0 during trading hours. 1 of 7 board members that help make decsions for the district. Fixed Insurance. Investment Related. At registered location. Fixed/Traditional Insurance. Agent. 5/22/2024. Hrs/month 160 all during trading hours. Provide insurance advice based on the needs of client(s). PKSF. Investment Related. At registered location. Fixed/Traditional Insurance. Agent. 5/22/2024. Hrs/month 160 all during trading hours. Provide insurance advice based on the needs of client(s).

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Keith Lyle Karchmar'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®

None

Experience

Current

May 23, 2024 - Present

K&H WEALTH PARTNERS

Office #1: 666 Dundee Road, Suite 1901, Northbrook, IL 60062

RIA

CRD#: 329828

NORTHBROOK, IL

Current

May 23, 2024 - Present

PURSHE KAPLAN STERLING INVESTMENTS

Office #1: 666 Dundee Road Suite 1901, Northbrook, IL 60062

CRD#: 35747

Northbrook, IL

Past

December 11, 2019 - May 23, 2024

KESTRA ADVISORY SERVICES, LLC

RIA

CRD#: 283330

Northbrook, IL

Past

December 11, 2019 - May 23, 2024

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

Northbrook, IL

Past

December 4, 2012 - December 12, 2019

TLG ADVISORS, INC.

RIA

CRD#: 111052

NORTHBROOK, IL

Past

December 4, 2012 - December 12, 2019

THE LEADERS GROUP, INC.

CRD#: 37157

SUMMIT, NJ

Past

August 2, 2010 - December 11, 2012

HORNOR, TOWNSEND & KENT, LLC

RIA

CRD#: 4031

CHICAGO, IL

Past

August 2, 2010 - December 11, 2012

HORNOR, TOWNSEND & KENT, LLC

CRD#: 4031

CHICAGO, IL

Past

January 4, 2006 - July 28, 2010

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

DEERFIELD, IL

Past

February 23, 2005 - July 28, 2010

EQUITABLE ADVISORS, LLC

CRD#: 6627

DEERFIELD, IL

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Illinois
(5/23/2024)

IAR

Illinois
(5/23/2024)

Missouri
(5/23/2024)

IAR

Missouri
(12/4/2024)

IAR

Texas
(5/23/2024)

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

State Security Law Exam

IAR

Series 66

Date: 12/22/2005

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 5/7/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/22/2005

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

K&H WEALTH PARTNERS

K&H WEALTH PARTNERS | K&H WEALTH PARTNERS INC.

CRD#: 329828 / SEC#:

Illinois

Registered Investment Advisory firm - (5/22/2024 Approved)

Missouri

Registered Investment Advisory firm - (9/19/2024 Approved)

Texas

Registered Investment Advisory firm - (2/8/2024 Conditional Restricted)

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Contact information

Main Address

666 Dundee Road, Suite 1901, Northbrook, IL 60062

Mailing Address

Phone number

(224) 235-4307

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	247
AUM (Assets Under Management)	$ 55,611,193

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Keith L. Karchmar

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Keith Lyle Karchmar's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

KESTRA ADVISORY SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

TLG ADVISORS, INC.

THE LEADERS GROUP, INC.

HORNOR, TOWNSEND & KENT, LLC

HORNOR, TOWNSEND & KENT, LLC

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/22/2005

Series 63

Date: 5/7/2005

SIE

Date: 10/1/2018

Series 7

Date: 2/22/2005

FINRA

Current Firm

K&H WEALTH PARTNERS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

K&H WEALTH PARTNERS

TRUST BUT VERIFY

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