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Patrick Keen

Advisor at Prairie Rivers Investments, LLC

Updated today

Location

Robinson, IL 62454

Credentials

Series 63, Series 66

Industry experience

41 years

About

Patrick Keen is a financial advisor at Prairie Rivers Investments, LLC with 41 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Prairie Rivers since 2017, with prior roles at Securities America, Inc. and SSN Advisory Inc. Outside of advisory work, he is also involved in insurance-related activities including life, fixed and indexed annuities, and long-term care. Prairie Rivers Investments provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, and institutions such as endowments and retirement plans. The firm employs a goals-based, long-term buy-and-hold investment approach, incorporating institutional mutual funds, ETFs, individual securities, and third-party manager selection, and offers tiered service levels including family office and trust consulting.

Client services

Based on Prairie Rivers Investments, LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Prairie Rivers Investments, LLC

Charitable giving & philanthropy Long-term care insurance General retirement planning Tax-loss harvesting

Occupation focus

Based on Prairie Rivers Investments, LLC

Founder/Business Owner Retired Executive

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Fee options

Fixed

Financial planning fixed fees range from $500 to $25,000; employer sponsored retirement plan consulting fixed fees range from $5,000 to $35,000 or more; endowment consulting fixed fees range from $2,000 to $20,000 or more; long term care planning fixed fees range from $300 to $1,000 or more.

Percentage

$0+: Up to 1.50% annually Any cash equivalents, money market funds, certificates of deposit+: 0.15% annually

Commissions

Commissions may be earned by certain IARs who are registered representatives of a broker-dealer or act as insurance agents; fees may be reduced proportionately by commissions earned.

Project-based

Up to $400 per hour for financial planning; up to $500 per hour for employer sponsored retirement plan consulting; up to $400 per hour for endowment consulting; up to $150 per hour for long term care planning; hourly consulting fees negotiated case-by-case.

Other

Account minimum: $100,000

Location

1507 West Main St.

Robinson, IL 62454

Most active in

Illinois · Texas

Work history

Private Client Services

2023 - Present (3 years)

Securities America, inc.

2020 - 2023 (3 years)

Prairie Rivers Investments, LLC

2017 - Present (9 years)

SSN Advisory Inc

2013 - 2020 (7 years)

Securities Service network

2013 - 2020 (7 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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Ryan K

Series 66

Robinson, IL

Prairie Rivers Investments, LLC

Ryan Keen is a financial advisor at Prairie Rivers Investments, LLC with 13 years of industry experience. He holds the Series 66 designation and has worked at Prairie Rivers Investments since 2017, with prior roles at Securities America, Inc. and SSN Advisory Inc. Outside of his advisory work, Keen operates a hobby farm and a woodworking shop, taking selective jobs for furniture and household items. Prairie Rivers Investments provides portfolio management, financial planning, and consulting services to individuals, including high-net-worth clients, as well as institutions such as endowments and charitable organizations. The firm employs a goals-based, long-term buy-and-hold investment approach and offers specialized services including discretionary management, third-party manager selection, and tiered service levels that include family office and trust consulting.

Charitable giving & philanthropy Long-term care insurance General retirement planning Tax-loss harvesting Founder/Business Owner Retired Executive
user avatar

Kyle D

Series 66

Robinson, IL

Prairie Rivers Investments, LLC

Kyle Dishong is a financial advisor at Prairie Rivers Investments, LLC with 21 years of industry experience. He holds a Series 66 designation and has worked at firms including Securities America, Inc. and SSN Advisory Inc. Dishong serves on the board of directors and as treasurer for the Crawford County Leadership Alliance, a nonprofit organization focused on community leadership development. Prairie Rivers Investments provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, and institutions such as endowments and retirement plans. The firm employs a long-term, goals-based investment approach with discretionary and non-discretionary management, incorporating mutual funds, ETFs, individual securities, and third-party manager selections.

Charitable giving & philanthropy Long-term care insurance General retirement planning Tax-loss harvesting Founder/Business Owner Retired Executive
user avatar

Trent B

Series 63, Series 65

Robinson, IL

KCPAG Financial Advisors LLC

Trent Bierman is a financial advisor at KCPAG Financial Advisors LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Regions Bank, Fifth Third Securities, and Fifth Third Bank. KCPAG Financial Advisors LLC provides personalized financial planning, discretionary asset management, and retirement plan consulting for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business clients. The firm combines fundamental analysis with access to institutional model portfolios and third-party programs, offering customized investment solutions and quarterly account reviews.

ESG / Sustainable investing Tax-loss harvesting Private / alternative investments Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar

William T

Series 63, Series 65

Robinson, IL

KCPAG Financial Advisors LLC

William Thomas is a financial advisor with KCPAG Financial Advisors LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior work includes roles at Securities America, Inc., Kemper Capital Management, and Casey State Bank. He is also associated with KCPAG Insurance Services LLC. KCPAG Financial Advisors LLC offers personalized financial planning, discretionary asset management, and retirement plan consulting for individuals and various institutional clients. The firm utilizes a combination of fundamental analysis, trading strategies, and access to institutional model portfolios through multiple advisory programs.

ESG / Sustainable investing Tax-loss harvesting Private / alternative investments Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar

Kelly C

Series 65

Robinson, IL

KCPAG Financial Advisors LLC

Kelly Crumrin is a financial advisor at KCPAG Financial Advisors LLC with six years of industry experience. She holds a Series 65 designation and has worked at KCPAG since 2019. Prior to that, she was with Kemper Capital Management starting in 2018 and Kemper CPA Group from 2016 to 2018. KCPAG Financial Advisors LLC provides personalized financial planning, discretionary asset management, retirement plan consulting, and referrals to third-party money managers. The firm serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business clients, combining fundamental analysis and a range of institutional model portfolios to develop individualized investment programs.

ESG / Sustainable investing Tax-loss harvesting Private / alternative investments Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar

Thomas M

CFP®, Series 63, Series 65

Robinson, IL

KCPAG Financial Advisors LLC

Thomas Moore is a CFP® professional with 31 years of experience in the financial industry. He is affiliated with KCPAG Financial Advisors LLC and has worked at several related firms, including Securities America Inc. and Kemper Capital Management LLC. Moore is also involved with Kemper CPA Group LLC, where he has worked since 1987. KCPAG Financial Advisors LLC provides personalized financial planning, discretionary asset management, and retirement plan consulting for individuals, trusts, charitable organizations, and business clients. The firm utilizes a combination of fundamental analysis, trading strategies, and institutional model portfolios, offering services through multiple advisory programs and third-party platforms.

ESG / Sustainable investing Tax-loss harvesting Private / alternative investments Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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