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Keith Nyborg

Advisor at Kenora Financial, LLC

Updated today
Kenora Financial, LLC logo

Firm

Kenora Financial, LLC

Location

Des Plaines, IL 60016

Credentials

Series 65

Industry experience

26 years

About

Keith Nyborg is a Series 65-licensed financial advisor with Kenora Financial, LLC, based in Des Plaines, IL. He has 26 years of industry experience and has been with Invesco, LLC since 1990. Kenora Financial provides investment advice and comprehensive financial planning services to individuals and families, including retirement, estate, and tax planning. The firm manages customized equity portfolios and a private pooled investment vehicle, focusing on fiduciary, portfolio-driven strategies with an emphasis on U.S. large- and mid-cap equities and tax-aware rebalancing.

Client services

Based on Kenora Financial, LLC

Financial planning Portfolio management Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Kenora Financial, LLC

Retirement income strategy General estate planning guidance General tax planning Concentrated stock management

Occupation focus

Based on Kenora Financial, LLC

Retired Founder/Business Owner

Fee options

Percentage

$50,000 - $100,000: 2.00% (Brokerage), 1.00% (IRA) $100,000 - $500,000: 1.50% (Brokerage), 0.80% (IRA) $500,000 - $2,000,000: 1.25% (Brokerage), 0.60% (IRA) $2,000,000+: 1.00% (Brokerage), 0.40% (IRA)

Other

Account minimum: $150,000 Minimum fee: Initial Set-Up Charge of $500.00 if brokerage account closed within first 12 months Fee-only: Fee-only adviser; no commissions or other compensation from product sponsors or third parties

Location

1295 Rand Road

Des Plaines, IL 60016

Most active in

Illinois · Nebraska · Texas

Work history

Invesco, LLC

1990 - Present (36 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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