KS
CFP
KS
CFP
Keith Schoepke
18 Years of Experience
Crystal Lake, IL
Keith Schoepke is a CFP-designated registered investment advisor at Wynstone Investment Advisors, LLC., based in Crystal Lake, IL, with 18 years of industry experience. Keith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 20 clients with $10M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$10.3M
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Location
Crystal Lake, IL
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Regulatory History
Clean regulatory record
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
Wynstone Investment Advisors, LLC.
August 2012 - Present · 13 yrs 8 mos
Previous Registrations
Wynstone Investment Advisors, LLC.
August 2012 - January 2023 · 10 yrs 5 mos
Optimum Investment Advisors, LLC
March 2009 - March 2012 · 3 yrs
J.p.morgan Securities INC.
October 2008 - October 2008 · 0 mos
J. P. Morgan Securities INC.
July 2007 - October 2008 · 1 yr 3 mos
Lasalle Financial Services, INC.
April 2006 - June 2007 · 1 yr 2 mos
State Registrations1 state
IL
Advisor
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.
Exams
No exam information available for this advisor.