William H. Keffer

KEFFER FINANCIAL PLANNING

Oak Park, IL 60301

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CRD#: 4925165

Professional summary

William Hilary Keffer, CFP®, who also goes by Willaim H Keffer, is a registered financial advisor currently at KEFFER FINANCIAL PLANNING located in Oak Park, Illinois.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. William has worked at 2 firms and has passed the Series 65, Series 63 and Series 7 exams.

Biography

I enjoy helping people solve important problems without the tension that goes with product sale-linked advice. The focus is on the planning issues before us and finding the best possible solutions for the challenges at hand. Personnaly, I believe I can work well with many different types of clients but share particular common ground with those who have been widowed, single parents, runners or triathletes.

My background includes an MBA and over 20 years in a corporate environment.  I have been an independent, hourly fee-only financial planner since 2008 and recently completed a second graduate degree, Master of Science in Personal Financial Planning at the College for Financial Planning.

Question & Answer

What are your service offerings?

Insurance Planning

Investment Planning

Divorce Planning

Education Planning

Estate Planning

Tax Planning

Life Transitions

Retirement Planning

Comprehensive Financial Planni...

Social Security Planning

Budgeting

Long-term Care

Employee and Employer Plan Ben...

Retirement Income Management

Do you have an area of expertise or specialization?

Baby Boomers

Corporate Executives

Divorce Planning

Hourly

Investment Advice without Ongo...

Medical Professionals

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

Willaim H Keffer

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Hilary Keffer'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^®

Certified Financial Planner

Start date: 2008

Experience

Current

May 9, 2007 - Present

KEFFER FINANCIAL PLANNING

Office #1: 1011 Lake Street #406, Oak Park, IL 60301

RIA

CRD#: 143785

Oak Park, IL

Past

May 9, 2007 - December 31, 2022

KEFFER FINANCIAL PLANNING

RIA

CRD#: 143785

OAK PARK, IL

Past

May 4, 2005 - May 8, 2007

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

NAPERVILLE, IL

Past

April 15, 2005 - May 8, 2007

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NAPERVILLE, 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.

Highlighted states indicate IAR registrations

IAR

Illinois
(5/9/2007)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/25/2005

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/19/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 4/14/2005

General Securities Representative Examination

Current Firm

KEFFER FINANCIAL PLANNING

KEFFER FINANCIAL PLANNING | KEFFER, WILLIAM, HILARY | KEFFER, WILLIAM, H.

CRD#: 143785 / SEC#:

Illinois

Registered Investment Advisory firm - (5/9/2007 Approved)

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Contact information

Main Address

1011 Lake Street #406, Oak Park, IL 60301

Mailing Address

Phone number

(630) 842-5609

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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William H. Keffer

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Hilary Keffer's CRS (Customer Relationship Summary).

Certified licenses

Experience

KEFFER FINANCIAL PLANNING

KEFFER FINANCIAL PLANNING

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 4/25/2005

Series 63

Date: 4/19/2005

Series 7

Date: 4/14/2005

Current Firm

KEFFER FINANCIAL PLANNING

Contact information

Documents

Red Flags

Company Information

KEFFER FINANCIAL PLANNING

TRUST BUT VERIFY

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