Keith Mooney

CFP®, ChFC, CLU | President of Keith B. Mooney & Associates

Keith Mooney founded Keith B. Mooney & Associates. Keith has been in the financial field since 1994. Along with being a CERTIFIED FINANCIAL PLANNER^TM professional, Chartered Financial Consultant, and a Chartered Life Underwriter, Keith has his Series 6 – Variable Product Registration, Series 7 – General Securities Stockbroker Registration, and his Series 24, Registered Principal, his registrations are registered held with LPL Financial. Keith is licensed for Life, Health, Long Term Care and Real Estate.

Keith specializes in Retirement Income Planning & Protection.

Keith is a frequent speaker at Northwestern University, DePaul University, Elmhurst College, Wheaton College, Elgin Community College and several Fortune 500 Companies located throughout the area. He has lectured in front of thousands on topics such as Financial Planning, Retirement Planning, Estate Planning, Risk Management, and Investment Planning.

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC. Keith B. Mooney & Associates is not an affiliate company of LPL Financial.

Keith Mooney is licensed to transact
Securities in: AZ, CA, CO, FL, IA, IL, MI, MO, NC, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, and WI
Insurance in: AZ, CA (#0E77784), CO, FL, IA, IL, IN, MI, MO, NC, NY, OH, SC, TN, TX
(#1359355) and WI
Advisory Services: IL

The CFP® certification process consists of initial requirements in the areas of Education, Examination, Experience and Ethics (known as "the four Es"). Applicants for certification must also have a bachelor's degree (or higher), or its equivalent, in any discipline, from an accredited college or university in order to obtain CFP® certification. Once you have successfully met the requirements and completed the initial certification process, you will need to meet ongoing education and disclosure requirements to maintain CFP® certification.

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AR, AZ, CO, FL, IL, MO, NC, NY, OR, SC, WA, WI.

CA license#0G77456

No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under securities laws of such jurisdiction.