Robert Keats is a CFP-designated registered investment advisor at Keats, Connelly & Associates, INC, based in Phoenix, AZ, with 30 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Cross-Border Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 15 clients.
Compensation
Firm Size
IM Fee
Location
3336 N 32nd Street, Suite 100, Phoenix, AZ, 85018
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Keats, Connelly & Associates, INC
Previous Registrations
Keatsconnelly
Cross Border Tax & Accounting, LLC
Keats Connelly and Associates INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.