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. His passion for his clients and their success is what drives him to strive to provide unbiased advice and dedicated service. 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 Masters Club for outstanding client service.
Jim, his wife Julie, have lived in St. Charles since 1992. Jim’s son Dan is a Partner on his team and his daughter is a teacher in St. Charles and proud mother of Jim’s grandchildren, Ellie and Hank.