Advisor at Grip Financial, LLC
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Keith Halstead is a financial advisor at Grip Financial, LLC, holding a Series 65 designation with less than one year of industry experience. Prior to entering the financial sector, he worked for 19 years with Frederick County Public Schools and briefly at Blue Ridge Bicycles. Grip Financial LLC provides discretionary asset management and financial planning primarily for high net worth individuals. The firm offers tailored investment strategies and educational seminars, combining fundamental analysis with various investment approaches.
Based on Grip Financial, LLC
Based on Grip Financial, LLC
Workshops offered for a negotiable fee up to $100 per couple.
$0 - $250,000: 2.00% $250,001 - $500,000: 1.65% $500,001 - $750,000: 1.45% $750,001 - $1,000,000: 1.35% $1,000,001 - $2,000,000: 1.25% $2,000,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.90% Over $5,000,000+: 0.80%
Insurance products sold by owner as licensed insurance agent with separate typical commissions, not charged advisory fees.
Midlothian, VA
Virginia
Blue Ridge Bicycles
2025 - 2025 (1 year)
GRIP Financial LLC
2025 - Present (1 year)
Frederick County Public Schools
2007 - 2026 (19 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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