Brook Soebbing
Advisor at KEB Wealth Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at KEB Wealth Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Springfield, IL 62704
Credentials
Series 65
Industry experience
2 years
Brook Soebbing is a financial advisor at KEB Wealth Advisors in Springfield, IL, holding a Series 65 designation with two years of industry experience. His prior roles include positions at Lincoln Chrysler Dodge Jeep, LHC Group, and academic institutions such as the University of Louisiana at Lafayette and Lincoln Land Community College. KEB Wealth Advisors serves individuals, trusts, partnerships, corporations, not-for-profit organizations, and retirement plans with discretionary and non-discretionary investment management and financial planning. The firm employs an evidence-based investment approach grounded in Modern Portfolio Theory, utilizing broadly traded mutual funds, ETFs, and Dimensional Fund Advisors strategies, and is affiliated with the accounting firm Kerber, Eck & Braeckel LLP.
Based on KEB Wealth Advisors
Based on KEB Wealth Advisors
$0 - $2,000,000: 0.90% $2,000,001 - $5,000,000: 0.50% $5,000,001 - $10,000,000: 0.40% $10,000,001 - $20,000,000: 0.30% $20,000,001+: 0.20%
$250 to $400 per hour, depending on complexity and mutual agreement
Account minimum: $500,000 Minimum fee: Minimum annual fee of $4,500, billed monthly ($375/month for accounts under $500,000)
3200 Robbins Road, Suite 200 A
Springfield, IL 62704
Illinois
KEB Wealth Advisors
2021 - Present (5 years)
Lincoln Chrysler Dodge Jeep
2021 - 2021 (1 year)
LHC Group
2019 - 2020 (1 year)
University of Louisiana at Lafayette
2018 - 2019 (1 year)
Lincoln Land Community College
2016 - 2018 (2 years)
Lincoln Community Highschool
2012 - 2016 (4 years)
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