RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
G•••••• J••••• K•••
- Title
- Director of Financial Planningreportedifsadvisors.comfirm site, Sep 16, 2026
- Designations
- CLU, BFAreportedifsadvisors.comas printed on the bio page, Sep 16, 2026
- Business email
- greg@ifsadvisors.comreportedifsadvisors.comfirm site, Sep 16, 2026
- Professional profile
- ifsadvisors.com/team/greg-keal-clu-rfcreportedifsadvisors.comfirm site, Sep 16, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- I•••••• F•••••••• S••••••• independent RIA currentsince Mar 13, 2009 · Overland P•••, Ks
- N••••••• P••••••• C••••••••• •••• O• A••••••• I• F• • N•• formerDec 7, 2007 to Nov 3, 2017 · Overland, Ks
- P••• A••••• S••••••••• L•• BD affiliatedJun 21, 2005 to Dec 10, 2007 · Overland P•••, Ks
- C••••••• P••••••• independent RIANov 10, 2003 to Jun 6, 2005 · Overland P•••, Ks
- N•• E•••••• S••••••••• C••••••••• formerSep 16, 1997 to Apr 8, 2004 · Overland P•••, Ks
- N••••••• P••••••• C••••••••• •••• O• A••••••• I• F• • N•• to I•••••• F•••••••• S•••••••left Nov 3, 2017, registered Mar 13, 2009 (-3157 days) · Other · moved with a team
- P••• A••••• S••••••••• L•• to N••••••• P••••••• C••••••••• •••• O• A••••••• I• F• • N••left Dec 10, 2007, registered Dec 7, 2007 (-3 days) · Other
- C••••••• P••••••• to P••• A••••• S••••••••• L••left Jun 6, 2005, registered Jun 21, 2005 (15 days) · Other
- N•• E•••••• S••••••••• C••••••••• to C••••••• P•••••••left Apr 8, 2004, registered Nov 10, 2003 (-150 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 39derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address