Keith Fedor, Ricp®
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Keith Fedor, Ricp® Email & Phone Number

LPL Financial Planner at Summit Wealth Strategies at Summit Wealth Strategies
Location: Franklin, Tennessee, United States 2 work roles 2 schools
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Current company
Role
LPL Financial Planner at Summit Wealth Strategies
Location
Franklin, Tennessee, United States

Who is Keith Fedor, Ricp®? Overview

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Keith Fedor, Ricp® is listed as LPL Financial Planner at Summit Wealth Strategies at Summit Wealth Strategies, based in Franklin, Tennessee, United States. AeroLeads shows a matched LinkedIn profile for Keith Fedor, Ricp®.

Keith Fedor, Ricp® previously worked as LPL Financial Planner at Summit Wealth Strategies and Financial Advisor at Equitable Advisors. Keith Fedor, Ricp® holds Retirement Planning Specialist from The Wharton School.

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Email format at Summit Wealth Strategies

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Summit Wealth Strategies

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Profile bio

About Keith Fedor, Ricp®

My expertise is Retirement Planning, from growing and protecting wealth to implementing retirement income distribution strategies.It’s my privilege to hold the Retirement Income Certified Professional® designation from American College of Financial Services, and the designation of Retirement Planning Specialist® from the distinguished Wharton School at the University of Pennsylvania.My professional passion is witnessing people’s lives empowered by a solid financial plan for retirement – some literally transforming from anxiety to peace about their future. It’s gratifying, and it’s why I do what I do.So, while my wife and I raise our three young kids, I use my professional experience and education helping people like you to plan and enjoy retirement with confidence.

Listed skills include Risk Management, Ira Distribution Planning, Pension Distribution Planning, Client Education, and 15 others.

Current workplace

Keith Fedor, Ricp®'s current company

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Summit Wealth Strategies
Summit Wealth Strategies
LPL Financial Planner at Summit Wealth Strategies
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2 roles

Keith Fedor, Ricp® work experience

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Lpl Financial Planner

Current

Franklin, Tennessee, United States

My expertise is Retirement Planning, from growing and protecting wealth to implementing retirement income distribution strategies.It’s my privilege to hold the Retirement Income Certified Professional® designation from American College of Financial Services, and the designation of Retirement Planning Specialist® from the distinguished Wharton School at the University of Pennsylvania.My professional passion is witnessing people’s lives empowered by a solid financial plan for retirement – some literally transforming from anxiety to peace about their future. It’s gratifying, and it’s why I do what I do.So, while my wife and I raise our three young kids, I use my professional experience and education helping people like you to plan and enjoy retirement with confidence.Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Jan 2021 - Present

Financial Advisor

Franklin, Tennessee, United States

Oct 2013 - Oct 2023
2 education records

Keith Fedor, Ricp® education

FAQ

Frequently asked questions about Keith Fedor, Ricp®

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What company does Keith Fedor, Ricp® work for?

Keith Fedor, Ricp® works for Summit Wealth Strategies.

What is Keith Fedor, Ricp®'s role at Summit Wealth Strategies?

Keith Fedor, Ricp® is listed as LPL Financial Planner at Summit Wealth Strategies at Summit Wealth Strategies.

Where is Keith Fedor, Ricp® based?

Keith Fedor, Ricp® is based in Franklin, Tennessee, United States while working with Summit Wealth Strategies.

What companies has Keith Fedor, Ricp® worked for?

Keith Fedor, Ricp® has worked for Summit Wealth Strategies and Equitable Advisors.

How can I contact Keith Fedor, Ricp®?

You can use AeroLeads to view verified contact signals for Keith Fedor, Ricp® at Summit Wealth Strategies, including work email, phone, and LinkedIn data when available.

What schools did Keith Fedor, Ricp® attend?

Keith Fedor, Ricp® holds Retirement Planning Specialist from The Wharton School.

What skills is Keith Fedor, Ricp® known for?

Keith Fedor, Ricp® is listed with skills including Risk Management, Ira Distribution Planning, Pension Distribution Planning, Client Education, Tax Efficient Investing Strategies, Tax Deferred Investment Planning, Insurance Strategies, and Retirement Planning Services.

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