Keith L. Deane
DEANE RETIREMENT STRATEGIES
New Orleans, LA 70163
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CRD#: 5662176
Professional summary
Keith Laborde Deane, AIF®, CFP® is a registered financial advisor currently at DEANE RETIREMENT STRATEGIES, INC. located in New Orleans, Louisiana.
Keith is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Keith has worked at 2 firms and has passed the Series 63, Series 65 and Series 7 exams.
Biography
Keith has maintained a contributing presence at Deane Retirement Strategies for over a decade, joining our team full time in 2010. After earning degrees in both Finance and Financial Planning from the University of Georgia, Keith worked as a Retirement Consultant with Peachtree Capital Corporation, an Atlanta-based firm specializing in estate, tax and retirement planning for high wealth individuals. He is credentialed as a Certified Financial Planner (CFP); a Certified Retirement Counselor (CRC); an Accredited Investment Fiduciary (AIF); and a NAPFA registered Financial Advisor (Fee-Only Advisor).
Keith has an affinity for the on-going research and study necessary to keep abreast of the ever-changing nature of the financial planning landscape, and enjoys applying his knowledge to clients’ specific goals and needs.
When not in the office, Keith spends time volunteering, sailing, kayaking, and with friends and family.
Question & Answer
What are your service offerings?
Estate Planning
Retirement Income Management
Retirement Planning
Employee and Employer Plan Ben...
Investment Planning
Do you have an area of expertise or specialization?
High Net Worth Client Needs
Investment Advice with Ongoing...
Retirement Plan Investment Adv...
Retirement Planning & Distribu...
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
None
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.
CRS (Client Relationship Summary) - RIA
Click below to view Keith Laborde Deane'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: 2011
Experience
Current
August 20, 2010 - Present
DEANE RETIREMENT STRATEGIES, INC.
Office #1: 2065 Energy Centre 1100 Poydras Street, New Orleans, LA 70163RIA
CRD#: 127096
New Orleans, LA
Past
April 21, 2009 - May 14, 2010
PEACHCAP SECURITIES, INC.
RIA
CRD#: 25590
ATLANTA, GA
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".
DEANE RETIREMENT STRATEGIES, INC.
DEANE RETIREMENT STRATEGIES, INC. | LINDA LABORDE DEANE, INC.
CRD#: 127096 / SEC#: 801-68307
RIA
Registered Investment Advisory firm - (9/13/2007 Approved)Louisiana
Registered Investment Advisory firm - (5/29/2008 Terminated)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
Louisiana(8/20/2010)
IAR
Texas(12/6/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
DEANE RETIREMENT STRATEGIES, INC.
DEANE RETIREMENT STRATEGIES, INC. | LINDA LABORDE DEANE, INC.
CRD#: 127096 / SEC#: 801-68307
RIA
Registered Investment Advisory firm - (9/13/2007 Approved)Louisiana
Registered Investment Advisory firm - (5/29/2008 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2065 Energy Centre 1100 Poydras Street, New Orleans, LA 70163
Mailing Address
Phone number
(504) 582-2345
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (3 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 316 |
| AUM (Assets Under Management) | $ 216,338,935 |
Red Flags
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Company Information
DEANE RETIREMENT STRATEGIES, INC.
CRD#: 127096New Orleans, LA 70163TRUST BUT VERIFY
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Contact information
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