Keith Davis
Managing Partner at Lake Forest Financial Advisors | Union Member of Local 1347
- Role
- Registered Representative, Iar, Insurance Agent at Principal Financial Group
- Location
- Dayton, OH, US
- LinkedIn followers
- 500 followers
About Keith Davis
I work with union, union leadership, and union members to help provide financial education, helping you understand and navigate the benefits offered to you as a union member, and individual financial and retirement planning for you and your family.\"Proud to support our Brothers and Sisters on the path to Financial Freedom.\" Lake Forest Financial Advisors supporting Local 1347 for 20 years | Member since July 2023If you are not already working with me, please don\'t hesitate to reach out with any questions you have. If you are already working with me, please let your business partners and colleagues know I am here to help. Thank you for your business. I have 44+ years of financial industry experience and have been with Principal® for 10 years. I am a graduate of Kent University with a History and Political Science degree. I am part of the Member Society of Financial Service Professionals. I am a member and past President of Dayton Chapter National Association of Insurance and Financial Advisors.Keith Davis is not licensed in all states to offer securities and insurance products. This site is not a solicitation of interest in any of these products or service in any state which the registered representative is not properly licensed.32••••••••23 | 30••••••••23
Experience
Registered Representative, Iar, Insurance Agent
Apr 2013 — Present
Insurance products issued by Principal National Life Insurance Co.(except in NY.), Principal Life Insurance Co, and the companies available through the Preferred Product Network, Inc. Securities and advisory products offered through Principal Securities, Inc, Member SIPC Principal National, Principal Life, the Preferred Product Network and Principal Securities are members of the Principal Financial Group, Des Moines, IA 50392. Keith Davis, Principal National and Principal Life Financial Representative, Principal Securities Registered Representative, Financial Advisor.
Education
Kent State University
History and Political Science
1975 — 1979
Skills
- Retirement
- Insurance
- Life Insurance
- Investments
- Financial Services
- Securities
- Finance
- Disability Insurance
- Fixed Annuities
- Retirement Planning
- Financial Planning
- Estate Planning
- Mutual Funds
- Employee Benefits
- Long-Term Care
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