Keith E. Mckissock

PROVIDENT WEALTH MANAGEMENT

Brentwood, TN 37027-5038

Some features on this profile are disabled

CRD#: 5039387

Professional summary

Keith Edward Mckissock, who also goes by Keith E. Mckissock, is a registered financial advisor currently at PROVIDENT WEALTH MANAGEMENT, LLC located in Brentwood, Tennessee.

Keith is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Keith has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Keith E. Mckissock

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.

Provident Wealth Attorneys, PLLC and KEITH MCKISSOCK, ESQ, NON-INVESTMENT RELATED, ATTORNEY, ESTATE PLANNING AND ESTATE ADMINISTRATION.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Keith Edward Mckissock's CRS (Customer Relationship Summary).

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

November 21, 2005 - Present

PROVIDENT WEALTH MANAGEMENT, LLC

Office #1: 101 Winners Circle Suite 101, Brentwood, TN 37027-5038

RIA

CRD#: 130417

Brentwood, TN

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".

PROVIDENT WEALTH MANAGEMENT, LLC

ONE TRUSTED ADVISOR INVESTMENTS | PROVIDENT WEALTH MANAGEMENT, LLC | PROVIDENT WEALTH COMPANY, LLC

CRD#: 130417 / SEC#: 801-62799

RIA

Registered Investment Advisory firm - (2/12/2004 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

Tennessee
(8/2/2007)

IAR

Texas
(1/9/2014)

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: 10/17/2012

Uniform Investment Adviser Law Examination

Current Firm

PROVIDENT WEALTH MANAGEMENT, LLC

ONE TRUSTED ADVISOR INVESTMENTS | PROVIDENT WEALTH MANAGEMENT, LLC | PROVIDENT WEALTH COMPANY, LLC

CRD#: 130417 / SEC#: 801-62799

RIA

Registered Investment Advisory firm - (2/12/2004 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

101 Winners Circle Suite 101, Brentwood, TN 37027-5038

Mailing Address

Phone number

(615) 656-4050

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PROVIDENT WEALTH MANAGEMENT, LLC ADV PART 2A (2/27/2025)

Regulatory assets under management

Total Number of Accounts	1,195
AUM (Assets Under Management)	$ 696,599,707

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.

Similar Advisors

Thomas Ennis

TRUIST ADVISORY SERVICES, INC.

IAR

SUITE 620, TN

James Parker

MORGAN STANLEY

IAR

Franklin, TN

Steven Glasgow

GLOBAL RETIREMENT PARTNERS LLC

IAR

Nashville, TN

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Keith E. Mckissock

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Keith Edward Mckissock's CRS (Customer Relationship Summary).

Certified licenses

Experience

PROVIDENT WEALTH MANAGEMENT, LLC

Primary Firm SEC Registration

PROVIDENT WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/17/2012

Current Firm

PROVIDENT WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PROVIDENT WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

Similar Advisors