Robert F. Keats
Founder at Keats, Connelly & Associates LLC
Robert F. Keats active positions
Companies | Position | Start | End |
---|---|---|---|
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. | Chairman | 1989-12-31 | - |
Founder | 1989-12-31 | - | |
President | 1989-12-31 | - | |
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. | Director/Board Member | - | - |
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. | Director/Board Member | 2011-12-31 | - |
Founder | 2011-12-31 | - |
Career history of Robert F. Keats
Training of Robert F. Keats
The College for Financial Planning, Inc. | Graduate Degree |
University of Manitoba | Undergraduate Degree |
Statistics
International
United States | 4 |
Canada | 3 |
2 |
Operational
Director/Board Member | 2 |
Founder | 2 |
Chairman | 1 |
Sectoral
Commercial Services | 3 |
Consumer Services | 3 |
Finance | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 4 |
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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 Association of Personal Financial Advisors | |
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 |
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 |
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