Robert F. Keats
Fondateur chez Keats, Connelly & Associates LLC
Profil
Robert F.
Keats is the founder of Keats, Connelly & Associates LLC, a company founded in 1990, where he holds the title of Chairman.
He is also the founder of KeatsConnelly ULC, a company founded in 2012, where he holds the title of Executive Director.
Currently, Mr. Keats is the Director at National Advisors Trust Co. and a Member at National Association of Personal Financial Advisors.
In terms of education, he graduated from The College for Financial Planning, Inc. in 1990 and completed his undergraduate degree at the University of Manitoba in 1972.
Postes actifs de Robert F. Keats
| Sociétés | Poste | Début |
|---|---|---|
Keats, Connelly & Associates LLC
 Keats, Connelly & Associates LLC Miscellaneous Commercial ServicesCommercial Services Keats, Connelly & Associates LLC provides immigration consultation and cross-border financial planning services. Its services encompass tax planning and preparation, investment management, estate planning, retirement planning, risk management, advice on immigration options, and custodial services. The company was founded by Robert F. Keats in 1990 and is headquartered in Phoenix, AZ. | Fondateur | 01/01/1990 |
| National Association of Personal Financial Advisors | Corporate Officer/Principal | - |
National Advisors Trust Co.
 National Advisors Trust Co. Major BanksFinance National Advisors Trust Co. operates as a nationally chartered commercial bank. The private company is based in Kansas City, MO and has subsidiaries in the United States. James A. Combs has been the CEO of the company since 2013. | Directeur/Membre du Conseil | - |
KeatsConnelly ULC
 KeatsConnelly ULC Miscellaneous Commercial ServicesCommercial Services KeatsConnelly ULC engages in the provision of cross-border financial planning services. The firm offers investment management, behavioral finance, cross-border investment services. The company was founded by Robert F. Keats in 2012 and is headquartered in Calgary, Canada. | Fondateur | 01/01/2012 |
Formation de Robert F. Keats
| The College for Financial Planning, Inc. | Graduate Degree |
| University of Manitoba | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Keats, Connelly & Associates LLC
Keats, Connelly & Associates LLC Miscellaneous Commercial ServicesCommercial Services Keats, Connelly & Associates LLC provides immigration consultation and cross-border financial planning services. Its services encompass tax planning and preparation, investment management, estate planning, retirement planning, risk management, advice on immigration options, and custodial services. The company was founded by Robert F. Keats in 1990 and is headquartered in Phoenix, AZ. | Commercial Services |
National Advisors Trust Co.
National Advisors Trust Co. Major BanksFinance National Advisors Trust Co. operates as a nationally chartered commercial bank. The private company is based in Kansas City, MO and has subsidiaries in the United States. James A. Combs has been the CEO of the company since 2013. | Finance |
| National Association of Personal Financial Advisors | |
KeatsConnelly ULC
KeatsConnelly ULC Miscellaneous Commercial ServicesCommercial Services KeatsConnelly ULC engages in the provision of cross-border financial planning services. The firm offers investment management, behavioral finance, cross-border investment services. The company was founded by Robert F. Keats in 2012 and is headquartered in Calgary, Canada. | Commercial Services |