Blog

As Seen On

WealthKeel Financial Advisors featured in The White Coat Investor

WealthKeel Financial Advisors featured in Yahoo

WealthKeel Financial Advisors featured in Forbes

WealthKeel Financial Advisors featured in CNBC

WealthKeel Financial Advisors featured in MSN

WealthKeel Financial Advisors featured in AMA

Avoid These Estate Planning Mistakes

June 14, 2018 Insight

AMA: Financial planning for residency: 3 take-home points

June 6, 2018 Medical Professionals Budget Insurance Student Loans Debt

When Can I Retire?

May 21, 2018 Medical Professionals Retirement Investing Insight

Life Insurance for Young Adults

May 4, 2018 Insurance Gen X & Millennials

Young Physicians & Student Loans 101

April 11, 2018 Student Loans Gen X & Millennials Medical Professionals

The Simple Financial Plan in 9 Steps

March 28, 2018 Budget Cash Flow Insurance Investing Gen X & Millennials Medical Professionals Emergency Fund Insight

Kimberli Fleck, Esq

General Counsel & Chief Compliance Officer

David Rosenblatt

Portfolio Manager

Rob Hinson

Investment Management Operations Analyst

Jennifer Bohlman

Advisory Client Services Associate

Jacqueline Trezza

Director of Operations

Mike Corcoran

Case Manager, Risk Management Division

Ron Lutz

Director of Information Technology

See their FINRA BrokerCheck background reports here.

Affiliations

Fidelity

Fidelity is one of the leading investment and financial services companies in the world, providing a full range of trading, broad custody, and reporting services. Fidelity administers clients’ assets via the power and operational experience of one of the strongest brokerage platforms in the business and serves as the custodian for many of our clients at WealthKeel.

WealthHarbor

WealthHarbor is the exclusive financial planning portal of WealthKeel clients. The portal allows clients to link all of their investments, bank accounts, liabilities, and more to one central, secure website. WealthHarbor helps to organize your financial life and enables you to see the big picture at a single glance.

Vicus Capital Inc.

Vicus is a Federally Registered Investment Advisor that collaborates with WealthKeel to provide robust asset management services for clients. We work with Vicus to create strategic, low-cost investment portfolios by tapping into the best technology in the business. No matter what your specific preferences, goals, and timelines, Vicus empowers us to build the ideal portfolio for your unique financial situation.

TD Ameritrade

At WealthKeel, we want to provide our clients with custom-crafted solutions for every financial need and concern. That’s why, in addition to Fidelity, we work with TD Ameritrade to offer those we serve a range of choices when it comes to partnering with custodians for investment management services.

Black Diamond

Black Diamond provides innovative and dynamic portfolio management and performance reporting through an easy-to-use web-based application. Black Diamond gives WealthKeel clients easy access to their accounts and information, so they remain informed, up-to-date, and aware of their investments.

Blog

As Seen On

Our Team at Vicus Capital