Jim Keller, CFP® uses a comprehensive planning approach including The Bucket Strategy™ with the goal to help individuals and business owners protect and grow their investments. Jim holds the FINRA series 7 held through LPL Financial and Series 66 securities registrations, held through LPL Financial and HighPoint Advisor Group, as well as state life, health and long-term care insurance licenses. Jim is a 1984 graduate of Carthage College. In 2011 he earned the CERTIFIED FINANCIAL PLANNER™ designation. Jim has served as the Chairman for the St. Charles Chamber of Commerce and as a Director for TriCity Family Services. Jim is a member of the LPL Financial Director’s Club for outstanding client service and is a recipient of the 5 Star Wealth Manager Award in 2013, 2014, 2016, 2017, 2018 and 2019 as seen in the Chicago Magazine.
Jim, his wife Julie, and their two children, Lauren and Daniel have lived in St. Charles since 1992.
Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2013, 2014, 2016, 2017, 2018 and 2019 Five Star Wealth Managers.