Jeremy Keil

About Jeremy Keil

I love helping people learn more about their money. Why? Because I believe that when you know more about your money you will feel better about your money and you will make better money decisions. As a financial advisor at Keil Financial Partners and the host of the Retirement Revealed podcast, I work to simplify complex financial decisions so you can make smarter retirement, investment, and tax planning decisions. Retirement should create enjoyment, not anxiety. Learn how you can make meaningful strides towards an enjoyable retirement with the 5-step Retirement Revealed process we’ve developed to help you make the best choices with your retirement Keil Financial Partners may utilize third-party websites, including social media websites, blogs and other interactive content. We consider all interactions with clients, prospective clients and the general public on these sites to be advertisements under the securities regulations. As such, we generally retain copies of information that we or third parties may contribute to such sites. This information is subject to review and inspection by Thrivent Advisor Network or the securities regulators. Advisory Persons of Thrivent provide advisory services under a “doing business as” name or may have their own legal business entities. However, advisory services are engaged exclusively through Thrivent Advisor Network, LLC, a registered investment adviser. Keil Financial Partners and Thrivent Advisor Network, LLC are not affiliated companies.

Experience

1. Financial Advisor

   Thrivent

   Jul 2003 — Present · New Berlin, WI, US

   I help Christians make confident financial decisions. These financial decisions are often related to: • When and how to start preparing for retirement • How to create a monthly retirement income • How and when to file for Social Security • Filing for Medicare and deciding on Medicare Supplement options • How and when to file for pension • What to do with Company Stock, especially held inside of your 401(k) • How best to structure and take your Employee Stock Options • Deciding how much stocks to hold in retirement • Deciding how much to hold in short-term investments • How to calculate and distribute Required Minimum Distributions (RMDs) • Deciding how much to hold in short-term investments • How best to leave money to kids, grandkids, churches and charities If you need guidance with the above decisions, or any other financial decision you need to make for your retirement please email me at J•••••@KeilFP.com or call (262)

Education

• McDaniel College

  BA, Physics

  1998 — 2002