Michael Keeler, Cfp®

Michael Keeler, Cfp® Email and Phone Number

Certified Financial Planner at Peak Financial Solutions. @ Cambridge Investment Research, Inc.
Michael Keeler, Cfp®'s Location
Las Vegas, Nevada, United States, United States
Michael Keeler, Cfp®'s Contact Details

Michael Keeler, Cfp® personal email

Michael Keeler, Cfp® phone numbers

About Michael Keeler, Cfp®

Michael B. Keeler, a CERTIFIED FINANCIAL PLANNER™ practitioner, is CEO of Peak Financial Solutions—a financial firm focused on wealth protection and financial planning. With a vast knowledge base, exceptional integrity, and years of experience with satisfied investors, he specializes in helping individuals and small businesses pursue their financial goals. As a retirement income specialist, Mike helps people generate income in a manner that helps reduce taxes.Mike received his bachelor's degree at the University of Redlands with a major in economics. He also holds an executive certificate in financial planning from the University of Nevada, Las Vegas. Before joining the financial services industry, Mike was a software engineer and worked with companies including Apple, HP, Dell, Gateway, and Compaq. Mike lives in Las Vegas with his wife and two children.Specialties: 401(k) rollovers, Financial Planning, IRAs, College Savings Plans, Pension PlansSecurities and advisory services offered through SagePoint Financial, Inc. (SPF) member FINRA/SIPC. Investment advisory services offered through The Ameriflex Group. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF.

Michael Keeler, Cfp®'s Current Company Details
Cambridge Investment Research, Inc.

Cambridge Investment Research, Inc.

View
Certified Financial Planner at Peak Financial Solutions.
Employees:
1257
Michael Keeler, Cfp® Work Experience Details
  • Cambridge Investment Research, Inc.
    Cambridge Investment Research, Inc.
  • Osaic
    Certified Financial Planner
    Osaic Sep 2023 - Present
    Scottsdale, Arizona, Us
  • The Ameriflex Group®
    Certified Financial Planner
    The Ameriflex Group® Aug 2021 - Present
    Las Vegas, Nevada, Us
  • Peak Financial Solutions
    President
    Peak Financial Solutions May 2009 - Present
    Las Vegas, Nevada, Us
    I work with individuals and small companies in retirement planning. As a CERTIFIED FINANCIAL PLANNER™ practitioner, I have the education and experience necessary to help people pursue their goals. Peak Financial Solutions (formerly GFS & Associates) is an independent financial planning firm.
  • Peak Financial Solutions
    Vice President
    Peak Financial Solutions Jan 2001 - May 2009
    Las Vegas, Nevada, Us
    I work with individuals and small companies in retirement planning. As a Certified Financial Planner I have the education and experience necessary to help people achieve their goals.
  • Sagepoint Financial
    Certified Financial Planner
    Sagepoint Financial Aug 2021 - Sep 2023
    Phoenix, Az, Us
  • No Agenda (Adam Curry & John C. Dvorak
    Executive Producer
    No Agenda (Adam Curry & John C. Dvorak Jan 2011 - Jan 2023
    Executive Producer of shows 267, 466 & 470, 1079, 1209,1328, 1376, 1569
  • Cetera Advisor Networks Llc
    Registered Principal
    Cetera Advisor Networks Llc Nov 2017 - Aug 2021
  • Girard Securities
    Registered Principal
    Girard Securities May 2009 - Oct 2017
  • Klav-Am
    Radio Host
    Klav-Am Feb 2011 - Nov 2012
    Us
    Host of the You and Your Money Show, Thursdays 6-7pm
  • Toastmasters International
    Division 33, Area C-3 Governor
    Toastmasters International Jul 2008 - Jun 2009
    Englewood, Colorado, Us
    Worked with clubs in my area to grow and achieve their goals. We achieved Presidents Distinguished Area.
  • Aveo Inc
    Senior Software Engineer
    Aveo Inc May 1992 - Jan 2001
    Computer Programmer. Pascal, C, C++. Macintosh and Windows.Designed and implemented applications in telephony and automated support systems. Occasionally operated a backhoe.
  • Alisa Systems, Inc
    Systems Manager & Senior Support Engineer
    Alisa Systems, Inc Sep 1988 - May 1992
    Managed a variety of VAX, Macintosh, and Windows machines. Assisted customers with tech support issues.

Michael Keeler, Cfp® Skills

Alternative Investments Estate Planning Financial Advisory Series 63 Mutua Variable Life Financial Planners Public Speaking Fixed Annuities Retirement Savings Insurance Stock Market Retirement Planning Portfolio Management Iras Investments Variable Annuities Series 6 401k Retirement Plan Consulting Asset Allocation Investment Advisory Financial Services Asset Managment Wealth Management Life Insurance Mutual Funds Snowmobile Strategic Financial Planning Investment Strategies Backhoe College Savings Plans Asset Management Risk Management Wealth Accumulation Certified Financial Planner Long Term Care Disability Insurance Wealth Pension Funds Long Term Care Insurance Series 24 Small Business 401k Rollovers Etfs Term Life Insurance Retirement Series 7 Securities Investment Management

Michael Keeler, Cfp® Education Details

  • University Of Nevada-Las Vegas
    University Of Nevada-Las Vegas
    Financial Planning And Services
  • University Of Redlands
    University Of Redlands
    Computer Science
  • Chatsworth High School
    Chatsworth High School

Frequently Asked Questions about Michael Keeler, Cfp®

What company does Michael Keeler, Cfp® work for?

Michael Keeler, Cfp® works for Cambridge Investment Research, Inc.

What is Michael Keeler, Cfp®'s role at the current company?

Michael Keeler, Cfp®'s current role is Certified Financial Planner at Peak Financial Solutions..

What is Michael Keeler, Cfp®'s email address?

Michael Keeler, Cfp®'s email address is mk****@****ail.com

What is Michael Keeler, Cfp®'s direct phone number?

Michael Keeler, Cfp®'s direct phone number is +170287*****

What schools did Michael Keeler, Cfp® attend?

Michael Keeler, Cfp® attended University Of Nevada-Las Vegas, University Of Redlands, Chatsworth High School.

What are some of Michael Keeler, Cfp®'s interests?

Michael Keeler, Cfp® has interest in In His Spare Time.

What skills is Michael Keeler, Cfp® known for?

Michael Keeler, Cfp® has skills like Alternative Investments, Estate Planning, Financial Advisory, Series 63, Mutua, Variable Life, Financial Planners, Public Speaking, Fixed Annuities, Retirement Savings, Insurance, Stock Market.

Who are Michael Keeler, Cfp®'s colleagues?

Michael Keeler, Cfp®'s colleagues are Holliey Brinkmeier, Austin Smith, Cammi Mitchell, Lindsey Derby, Stephanie Wharton, Sasha Buseman, Steve Oliver.

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