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KEB Wealth Advisors

Updated today

Client assets under management

$1,243,453,519

Clients

662

52% high-net worth

Advisors

13

of 17 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

51

Low

Average account size

$1,878,329

About

KEB Wealth Advisors is a multi-advisor investment advisory firm that manages roughly $1.27 billion for about 662 clients with a 13-advisor team. It provides investment management, financial planning, and employee benefit/retirement plan services to individuals (including high-net-worth clients), trusts, corporations, not-for-profits and retirement plans.

The firm follows an evidence-based, long-term approach grounded in Modern Portfolio Theory, using written investment policy statements, Monte Carlo analysis, and generally low‑turnover allocations implemented with no‑load mutual funds, ETFs, DFA strategies, and conservative fixed-income managed accounts. KEB also uses third‑party managers in practice—primarily Focus Partners AdvisorSolutions as a TPMM and, in certain circumstances, AQR as an independent manager—and may employ less-liquid vehicles such as interval funds when suitable for a client’s objectives and liquidity profile.

A distinctive feature is KEB’s ownership and control relationship with Kerber, Eck & Braeckel LLP, an affiliated accounting firm whose partners are also members of KEB; the firms refer clients to one another and accounting personnel may receive compensation for referrals, a relationship KEB discloses and treats as separate, distinct services. The affiliation leads to closer coordination on tax, estate and business-sale planning and the firm’s retirement-plan work often integrates outsourced 3(38) fiduciary providers, reflecting a level of cross-disciplinary service coordination that is less common among peers.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Wealth management Passive / index investing Tax-loss harvesting General estate planning guidance College savings (529s, UTMA, etc.)

Fee options

Percentage

$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%

Project-based

$250 to $400 per hour, depending on complexity and mutual agreement

Other

Account minimum: $500,000 Minimum fee: Minimum annual fee of $4,500, billed monthly ($375/month for accounts under $500,000)

Main office location

KEB Wealth Advisors

3200 Robbins Road, Suite 200 A

Springfield IL 62704, United States

Number of offices

2

Most active in

Arizona · California · Florida · Illinois · Indiana · Kansas · Louisiana · Michigan · Minnesota · Missouri · Nebraska · North Carolina · Puerto Rico · South Carolina · Texas · Wisconsin

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Ross H

CFP®, Series 63, Series 65

Springfield, IL

KEB Wealth Advisors

Ross Hager is a CFP®-certified financial advisor with 13 years of industry experience. He is currently with KEB Wealth Advisors in Springfield, IL, where he has worked since 2019. Prior to that, he held roles at Raymond James Financial Services Advisors and Busey Investment Services. KEB Wealth Advisors serves a diverse client base including individuals, trusts, corporations, and not-for-profit organizations, offering investment management, financial planning, and retirement plan advisory services. The firm employs an evidence-based investment approach grounded in Modern Portfolio Theory and is affiliated with the accounting firm Kerber, Eck & Braeckel LLP.

Wealth management Passive / index investing Tax-loss harvesting General estate planning guidance College savings (529s, UTMA, etc.)
user avatar

Steven D

PFS™, Series 65

Springfield, IL

KEB Wealth Advisors

Steven Dumstorff is a financial advisor at KEB Wealth Advisors in St. Louis, MO, with 25 years of industry experience. He holds the PFS™ designation and Series 65 license. Since 2013, he has been associated with both KEB Wealth Advisors and the affiliated accounting firm Kerber, Eck & Braeckel LLP, where he also works as a CPA. KEB Wealth Advisors serves individuals, trusts, partnerships, corporations, nonprofits, and retirement plans, providing investment management, financial planning, and employee benefit advisory services. The firm employs an evidence-based investment approach grounded in Modern Portfolio Theory and utilizes third-party managers and unique offerings such as interval funds and cash aggregation services.

Wealth management Passive / index investing Tax-loss harvesting General estate planning guidance College savings (529s, UTMA, etc.)
user avatar

Brook S

Series 65

Springfield, IL

KEB Wealth Advisors

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.

Wealth management Passive / index investing Tax-loss harvesting General estate planning guidance College savings (529s, UTMA, etc.)
user avatar

Gina R

PFS™, Series 65

Springfield, IL

KEB Wealth Advisors

Gina Reeves is a financial advisor at KEB Wealth Advisors in St. Louis, MO, with 22 years of industry experience. She holds the PFS™ designation and Series 65 license. In addition to her advisory role, she is a CPA with Kerber, Eck & Braeckel LLP, where she has worked since 2013. KEB Wealth Advisors serves individuals, trusts, partnerships, corporations, nonprofits, and retirement plans by providing investment management, financial planning, and employee benefit advisory services. The firm employs an evidence-based investment approach grounded in Modern Portfolio Theory and maintains a close affiliation with the accounting firm Kerber, Eck & Braeckel LLP.

Wealth management Passive / index investing Tax-loss harvesting General estate planning guidance College savings (529s, UTMA, etc.)
user avatar

Nathan T

Series 65

Springfield, IL

KEB Wealth Advisors

Nathan Townsend is a Series 65-licensed advisor at KEB Wealth Advisors in Springfield, IL, with nine years of industry experience. He has been with KEB Wealth Advisors since 2016 and previously worked at the University of Illinois for three years. KEB Wealth Advisors serves individuals, trusts, partnerships, corporations, not-for-profit organizations, and retirement plans, providing investment management, financial planning, and employee benefit advisory services. The firm follows an evidence-based investment approach grounded in Modern Portfolio Theory, utilizing broadly traded mutual funds, ETFs, and Dimensional Fund Advisors strategies with a buy-and-hold orientation.

Wealth management Passive / index investing Tax-loss harvesting General estate planning guidance College savings (529s, UTMA, etc.)
user avatar

Jared V

Series 63, Series 65

Springfield, IL

KEB Wealth Advisors

Jared Van Slyke is a financial advisor at KEB Wealth Advisors with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including NYLIFE Securities, LLC and C2P Capital Advisory Group. In addition to his advisory role, Mr. Van Slyke conducts financial literacy seminars for the local chapter of the American Financial Education Alliance. KEB Wealth Advisors serves individuals, trusts, corporations, and nonprofit organizations, providing investment management, financial planning, and retirement plan advisory services. The firm follows an evidence-based investment approach grounded in Modern Portfolio Theory and collaborates with affiliated accounting professionals for comprehensive client support.

Wealth management Passive / index investing Tax-loss harvesting General estate planning guidance College savings (529s, UTMA, etc.)
user avatar

Christopher B

Series 63, Series 65

Springfield, IL

KEB Wealth Advisors

Christopher Brauner is a financial advisor at KEB Wealth Advisors with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including The Leaders Group, Inc., First Element Insurance Planners, and Buckingham Strategic Wealth LLC. KEB Wealth Advisors serves a diverse client base including individuals, trusts, corporations, and not-for-profit organizations, providing investment management, financial planning, and retirement plan advisory services. The firm employs an evidence-based investment approach grounded in Modern Portfolio Theory and offers specialized services such as interval funds and coordination with fiduciary providers.

Wealth management Passive / index investing Tax-loss harvesting General estate planning guidance College savings (529s, UTMA, etc.)
user avatar

Susan S

Series 63, Series 65

Springfield, IL

KEB Wealth Advisors

Susan Shackelford is a financial advisor at KEB Wealth Advisors with Series 63 and Series 65 credentials and 27 years of industry experience. She has been with KEB Wealth Advisors since 2011. KEB Wealth Advisors serves individuals, trusts, partnerships, corporations, not-for-profit organizations, and retirement plans, offering investment management, financial planning, and employee benefit advisory services. The firm employs an evidence-based investment approach grounded in Modern Portfolio Theory, utilizing broadly traded mutual funds, ETFs, and Dimensional Fund Advisors strategies with a buy-and-hold orientation.

Wealth management Passive / index investing Tax-loss harvesting General estate planning guidance College savings (529s, UTMA, etc.)
user avatar

Robert B

CFP®, Series 65

St. Louis, MO

KEB Wealth Advisors

Robert Barrale is a CFP® with eight years of industry experience, currently serving as a financial advisor at KEB Wealth Advisors since 2014. Prior to joining KEB, he worked at Mastercard Worldwide for 23 years. KEB Wealth Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, corporations, and nonprofit organizations. The firm employs an evidence-based investment approach grounded in Modern Portfolio Theory, utilizing broadly traded mutual funds, ETFs, and Dimensional Fund Advisors strategies with a buy-and-hold orientation.

Wealth management Passive / index investing Tax-loss harvesting General estate planning guidance College savings (529s, UTMA, etc.)
user avatar

Riley B

Series 65

Springfield, IL

KEB Wealth Advisors

Riley Beal is a financial advisor with KEB Wealth Advisors in Springfield, IL, holding a Series 65 designation. Riley has been with KEB Wealth Advisors since 2023 and has previous experience at Texas Tech University and Buckhart Sand & Gravel. KEB Wealth Advisors serves individuals, trusts, partnerships, corporations, not-for-profit organizations, and retirement plans, providing investment management, financial planning, and employee benefit advisory services. The firm employs an evidence-based investment approach grounded in Modern Portfolio Theory, utilizing broadly traded mutual funds, ETFs, and Dimensional Fund Advisors strategies with a buy-and-hold orientation.

Wealth management Passive / index investing Tax-loss harvesting General estate planning guidance College savings (529s, UTMA, etc.)
user avatar

Caden H

Series 65

Springfield, IL

KEB Wealth Advisors

Caden Heyen is a financial advisor at KEB Wealth Advisors in Springfield, IL, holding a Series 65 designation with three years of industry experience. His prior work includes roles at Farm Credit Illinois and the University of Illinois. KEB Wealth Advisors serves individuals, trusts, partnerships, corporations, not-for-profit organizations, and retirement plans, providing investment management, financial planning, and employee benefit advisory services. The firm follows an evidence-based investment approach grounded in Modern Portfolio Theory and offers several specialized services, including coordination with fiduciary providers and affiliation with the accounting firm Kerber, Eck & Braeckel LLP.

Wealth management Passive / index investing Tax-loss harvesting General estate planning guidance College savings (529s, UTMA, etc.)
user avatar

Jonathan C

PFS™, Series 63, Series 65

Springfield, IL

KEB Wealth Advisors

Jonathan Carter is a financial advisor at KEB Wealth Advisors with 26 years of industry experience. He holds the PFS™ designation as well as Series 63 and Series 65 licenses. Carter has been with KEB Wealth Advisors since 1999 and is also associated with Kerber Eck & Braeckel, where he has worked since 1983. KEB Wealth Advisors serves a diverse client base including individuals, trusts, corporations, and not-for-profit organizations, providing investment management, financial planning, and retirement plan advisory services. The firm employs an evidence-based investment approach grounded in Modern Portfolio Theory, utilizing broadly traded mutual funds, ETFs, and Dimensional Fund Advisors strategies with a buy-and-hold orientation.

Wealth management Passive / index investing Tax-loss harvesting General estate planning guidance College savings (529s, UTMA, etc.)
user avatar

Justin M

CFP®, Series 66

Springfield, IL

KEB Wealth Advisors

Justin Mason is a CFP® and holds a Series 66 license with 13 years of industry experience. He has been with KEB Wealth Advisors and its predecessor entities since 2013. KEB Wealth Advisors serves individuals, trusts, partnerships, corporations, not-for-profit organizations, and retirement plans by providing investment management, financial planning, and employee benefit advisory services. The firm employs an evidence-based investment approach grounded in Modern Portfolio Theory, utilizing broadly traded mutual funds, ETFs, and Dimensional Fund Advisors strategies with a buy-and-hold orientation.

Wealth management Passive / index investing Tax-loss harvesting General estate planning guidance College savings (529s, UTMA, etc.)
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