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Important Disclosures

Please review the following disclosure documents for our firm:

Alongside LLC Form CRS
Alongside LLC ADV Part 2A Firm Brochure
Retirement Financial Advisor Jeremy Keil ADV2B
Retirement Financial Advisor John Kurcz ADV2B
Retirement Financial Advisor Daria Zalewska ADV2B
Associate Financial Advisor Brandon Boyer ADV2B
Associate Financial Advisor Evan Salentine ADV2B
Investment Adviser Firm Summary

Keil Financial Partners

Address: 15350 W National Ave, Suite 214
New Berlin, WI 53151
Office: 262-333-8353

Serving retirees nationwide from Milwaukee, Wisconsin

© 2026 Keil Financial Partners

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Disclosures

Alongside, LLC, doing business as Keil Financial Partners, is an SEC-registered investment adviser. Registration with the SEC does not imply a certain level of skill or expertise. Investment advisory activities are delivered through the Alongside, LLC platform. Please visit https://adviserinfo.sec.gov/firm/summary/333587.

Alongside, LLC, doing business as Keil Financial Partners, does not provide tax or legal advice and is not a certified public accountant. Any decisions on whether to implement any ideas on this website should be made by the client in consultation with professional financial, tax, and legal counsel.

References to named publications are for informational purposes only and do not constitute an endorsement or recommendation of the Firm, its services, or any investment strategy.

The opinions expressed and material provided on this website are for general information and should not be considered a solicitation for the purchase or sale of any security or be considered a recommendation.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

Neither Alongside, LLC, Keil Financial Partners, nor the “Mr. Retirement” or “Retire Today” trademarks is affiliated with – nor endorsed by – Abbott/AbbVie, AT&T, We Energies, or Harley-Davidson, and none of these entities have given approval of the Firm’s advisory services or marketing materials.

While our advisers are familiar with the employee benefit and retirement programs of the referenced companies, this information is general in nature and may not address the full details of your individual circumstances. For complete and authoritative information about your specific benefits, please contact the respective company’s Human Resources department and/or retirement plan administrator.