Please review the following disclosure documents for our firm:
TAN Form CRS
TAN ADV Part 2A Firm Brochure
TAN Wrap Fee Program Brochure
TAN ADV Part 2A Financial Planning and Retirement Plan Brochure
Retirement Advice Disclosure (PTE 2020-02)
Financial Advisor Jeremy Keil ADV2B
Financial Advisor John Kurcz ADV2B
Important Disclosures
Investment advisory services are offered through Thrivent Advisor Network, LLC., (herein referred to as “Thrivent”), a registered investment adviser. Clients will separately engage an unaffiliated broker-dealer or custodian to safeguard their investment advisory assets. Review the Thrivent Advisor Network Client Relationship Summary, Financial Planning and Consulting Services, Investment Management Services (Non-Wrap), and Wrap-Fee Program brochures for a full description of services, fees, and expenses, available at www.thriventadvisornetwork.com. Thrivent Advisor Network, LLC’s Advisory Persons may also be registered representatives of a broker-dealer to offer securities products. Visit Investment Adviser Public Disclosures or FINRA's Broker Check for more information about our Advisory Persons.
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.
Terms of Use
Please read these terms and conditions of use (“Terms”) carefully before using the website located at Keil Financial Partners (“Website”) or any of the information or services provided by Keil Financial Partners or Thrivent Advisor Network, LLC (collectively “Thrivent”, “we”, “our”, “us”) in connection with the Website. By using the Website, you acknowledge that you have read and understood these Terms and accept to be legally bound by them. If you do not accept and agree to these Terms, you are not an authorized user of the Website or any of the information or services provided by Thrivent Advisor Network in connection with the Website and should promptly terminate all use thereof. The terms "you" and "your" mean you and any entity you may represent in connection with the use of the Website. You may use your browser to download or print a copy of these Terms for your records. The use of this Website does not constitute a release of health information under HIPAA or under any state or federal law. Authorized users are not permitted to include any health information, including but not limited to physical health, mental health, benefit or payment information. Furthermore, through the usage of this website it is understood that information is being provided to the designated Advisory Person only and is not being provided to Thrivent or any of its other affiliates, or added to a client’s core record with any affiliate.
Thrivent Advisor Network reserves the right to change, modify, add or remove portions of these Terms at any time for any reason. We suggest that you review these Terms periodically for changes. Such changes shall be effective immediately upon posting. You acknowledge that by accessing our Website after we have posted changes to these Terms, you are agreeing to these Terms as modified.
Risk Disclosure
Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that the future performance of any specific investment or investment strategy will be profitable.
Asset allocation may be used in an effort to manage risk and enhance returns. It does not, however, guarantee a profit or protect against loss. Performance of the asset allocation strategies depends on the underlying investments.
This website is intended to provide general information about Keil Financial Partners and its services. It is not intended to offer or deliver investment advice in any way. Information regarding investment services is provided solely to gain an understanding of our investment philosophy, our strategies and to be able to contact us for further information.
Market data, articles, and other content on this website are based on generally-available information and are believed to be reliable. We do not guarantee the accuracy of the information contained on this website. The information is of a general nature and should not be construed as investment advice.
Please remember that it remains your responsibility to advise Keil Financial Partners, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services.
We will provide all prospective clients with a copy of our current Form ADV, Part 3 (“Client Relationship Summary”), Part 2A ("Disclosure Brochure"), and the Part 2B (“Brochure Supplement”) for each advisory person supporting a particular client. You may obtain a copy of these disclosures on the SEC website at Investment Adviser Public Disclosures or you may contact us at info@KeilFP.com to request a free copy via .pdf or hardcopy
Privacy Disclosures
Keil Financial Partners is committed to safeguarding the use of personal information of our Clients (also referred to as “you” and “your”) that we obtain as your Investment Advisor, as described in our Privacy Policy.
We do not collect personal non-public information through this website; however, the Advisor may collect information from you on application forms, agreements, profile or investment policy statements, and other documents received or processed in relation to services we provide. We also may collect information from other sources.
We do not respond to "do not track" requests because we do not track you over time or across third party websites to provide targeted advertising. We may track you across our website to help us improve our content.
We may use "cookies" and similar online technologies to keep, and sometimes track, information about you regarding your usage of our website. Cookies are small data files that are sent to your browser or related software from a Web server and stored on your device. Cookies help us to collect information about your usage of our website, including date and time of visits, pages viewed, amount of time spent on our sites, or general information about the device used to access the site, such as the browser used. You can refuse to store or delete cookies by configuring your web browser settings. Most browsers and mobile devices have their own settings to manage cookies. If you refuse a cookie when on our website, or if you delete cookies, you may experience some inconvenience in your use of our website, such as having to re-configure preferences.
When you are on this website you may have the opportunity to click-through to other websites, including websites operated by unaffiliated third parties. These sites may collect nonpublic personal Information about you. We do not control sites operated by these entities and are not responsible for the information practices of these sites. This Privacy Policy does not address the information practices of other websites. The privacy policies of websites operated third parties are located on those sites.
For a copy of our Privacy Policy, please click here.
https://www.thrivent.com/privacy-and-security/privacy-policy.html
Social Media
Disclosures:
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.