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Meaghan Keeven

Advisor at RPG Family Wealth Advisory, LLC

Updated today

Location

O Fallon, MO

Credentials

Series 66

Industry experience

5 years

About

Meaghan Keeven is a financial advisor with RPG Family Wealth Advisory, LLC, holding a Series 66 designation and five years of industry experience. She previously worked at Synergy Wealth Solutions, MML Investors Services, LLC, and Mass Mutual Life Insurance Co. Meaghan is also a partner in 925 Syndicate, a venture focused on tax mitigation strategies. RPg Family Wealth Advisory provides customized wealth advisory services to individuals, trusts, estates, charities, businesses, and retirement plans. The firm employs an outcome-oriented, long-term investment approach using both fundamental and technical analysis, with portfolios that include equities, fixed income, mutual funds, ETFs, and alternative investments.

Client services

Based on RPG Family Wealth Advisory, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on RPG Family Wealth Advisory, LLC

Wealth management Retirement plans for business owners (SEP, solo 401k) Private / alternative investments Active portfolio management Tax-loss harvesting

Occupation focus

Based on RPG Family Wealth Advisory, LLC

Founder/Business Owner Executive

Fee options

Fixed

Fixed fees based on expected effort and duration, calculated at hourly rate

Percentage

$0+: 0.25% +: 1.50%

Project-based

Up to $500 per hour

Location

O Fallon, MO

Most active in

Missouri · Texas

Work history

RPG Family Wealth Advisory, LLC

2024 - Present (2 years)

RPG Family Wealth Advisory, LLC

2024 - Present (2 years)

Synergy Wealth Solutions

2020 - 2024 (4 years)

Mass Mutual Investors Services

2020 - 2024 (4 years)

Mass Mutual Life Insurance Co

2020 - 2024 (4 years)

Washington University

2013 - 2024 (11 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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Michael M

Series 63, Series 65

Chesterfield, MO

Mills Barrington Advisors, LLC.

Michael Mills is the sole advisor at Mills Barrington Advisors, LLC, an independent firm based in Chesterfield, MO. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. Mills has led his firm since its founding in 2013, following prior experience at major brokerage firms. Mills Barrington Advisors provides discretionary portfolio management and investment advisory services to individuals, trusts, and businesses. The firm emphasizes global diversification and uses a combination of quantitative analysis with fundamental and technical inputs, employing a range of strategies including margin, options, and short sales alongside longer-term holdings.

Passive / index investing Active portfolio management Options & derivatives strategies Concentrated stock management Wealth management
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John L

ChFC®, Series 63

O' Fallon, MO

JM Lotshaw Consulting

Active portfolio management
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Gary C

Series 63, Series 65

Chesterfield, MO

Premier Wealth Advisory Services, Inc.

Gary Cassell is a financial advisor at Premier Wealth Advisory Services, Inc. in Chesterfield, MO, with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Premier Wealth Advisory Services since 1998, also working at Ceros Financial Services Inc. since 2012. Cassell is an independent insurance agent for various companies in addition to his advisory work. Premier Wealth Advisory Services provides portfolio and active management to individuals, high-net-worth clients, trusts, and retirement plans, using a blend of technical and fundamental analysis combined with tactical timing rules. The firm offers discretionary and non-discretionary management across multiple asset classes and conducts daily monitoring with monthly reviews.

Active portfolio management
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Matthew D

Series 66

St. Peters, MO

Durham Wealth Management, LLC

Matthew Durham is the principal of Durham Wealth Management, LLC, an independent advisory firm based in St. Peters, MO. He holds a Series 66 designation and has 25 years of industry experience, including prior roles at LPL Financial and Infinity Financial Services. In addition to his advisory work, Durham maintains a licensed insurance practice. Durham Wealth Management is a solo advisory firm serving individual clients through discretionary portfolio management and written financial planning. The firm customizes investment strategies based on clients’ goals and risk tolerance, using fundamental and technical analysis, and manages approximately $11.5 million across 83 client relationships.

General retirement planning General tax planning College savings (529s, UTMA, etc.)
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Stephen P

Series 63, Series 65

Chesterfield, MO

S.P. Parkin & Co

Stephen Parkin is the sole advisor at S.P. Parkin & Co, an independent firm based in Chesterfield, MO. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. His career includes long-term roles at Guardian Life Insurance Co. of America, Integrated Asset Management, Inc., and his own firms dating back to 1981. In addition to advisory services, Mr. Parkin is licensed to sell insurance through his firm, primarily to benefit clients. S.P. Parkin & Co. serves individual investors, corporations, churches, and endowments by providing investment supervisory services, portfolio management, financial planning, and consulting. The firm manages assets on a discretionary basis using four model portfolios with tactical sector rotation and employs multiple forms of analysis to adjust allocations. It also publishes a quarterly newsletter and operates an affiliated insurance agency, features that are uncommon among solo independent advisers.

Active portfolio management General estate planning guidance General retirement planning Cash flow / budgeting

Michael D

CFP®, CPA

Cottleville, MO

Peakview Strategies

Too often during my prior time in the financial world, I saw companies that operated under old models that cared only about selling products, offered incomplete solutions and outdated technology that’s out of step with how the world works, or incentivized their employees and affiliates for things not in the client’s best interests. It is my intention that Peakview Strategies will fix those shortcomings and bring a select group of clients a new experience unlike what they’ve read about online when working with a stereotypical financial advisor. I’d love the opportunity to be of service if you like what you see. I believe it’s my mission in life to help you win with your money, and I have the professional experience and expertise to make it happen. I care deeply about my clients and want to be their biggest advocates in their unique missions to make the most of their money. The best compliments I’ve received are those who have expressed their gratitude for guidance to results they didn’t think were possible and for encouragement to keep going to get to those destinations. When not working to benefit my clients or honing my craft, you’ll likely find me traveling, spending quality time with family and friends, or enjoying one of my many other hobbies. I’m an avid follower of sports, love smoking meat and tasting bourbon, drinking coffee and like the historical figure I’d love to meet (Winston Churchill), am easily satisfied with the very best. I do my best to undo all the smoked meat and bourbon by plugging in for some quality time exercising.

Income planning Engineering Professional Gen X (Born 1965-1980)
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