Richard Geib (CRD# 219313) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Kalamazoo, MI and has over 27 years of experience in the finance industry. Richard Geib has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2164875
Lpl Financial LLC
CRD# 5768463
Lvm Capital Management Ltd
CRD# 4972508
626 Financial, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kestra Investment Services, LLC | Kalamazoo, MI | Apr 2016 - Current | 8 |
| Kestra Advisory Services, LLC | Kalamazoo, MI | Apr 2016 - Current | 8 |
| Independent Insurance Agent | Kalamazoo, MI | Aug 2001 - Current | 22 |
| Aetna Life And Casualty | Hartford, CT | Jun 1979 - Current | 44 |
| Transamerica Financial Advisors, Inc. | Kalamazoo, MI | Apr 1991 - Apr 2016 | 25 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1996 |
- MI
- TX
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Total Assets Under Management48,324MILLIONS
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Total Number of Accounts140,425ACCOUNTS
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Average Account Value$344,129
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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