Keith Van Dell Email & Phone Number

Keith specializes in developing comprehensive retirement distribution strategies for pre-retirees and retirees. He also provides asset management and asset protection strategies to professionals, executives, small businesses and committed investors.Keith’s focus is client centered, providing advice based on honest and accurate analysis of current facts with reasonable assumptions.Wealth Management Specialties•Retirement Distribution Preparation•Retirement Accumulation Funding•Income & Asset Protection Techniques•Tax-Efficient Investment Strategies•Life & Estate Protection StrategiesOver the past 35 years, Keith has been highly engaged in the community by coaching youth sports, serving 6 years on the River Falls Youth Hockey Board (2002-2008) and more than 6 years (President 2013-2018), for the Rhinos Foundation, a non-profit dedicated to supporting families in Western Wisconsin dealing with cancer. Investment advisor representative of Cetera Advisor Networks, LLC. Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic # 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. North Star Resource Group is independently owned and operated. Waypoint Wealth Group is affiliated with North Star Resource Group and is independently owned and operated. http://www.FINRA.orghttp://www.SIPC.org

Listed skills include Strategic Financial Planning, Financial Advisory, Insurance, Retirement Planning, and 36 others.