Tag Archives: Keith Eckhardt

Financial Advisor Keith Eckhardt of Edward Jones Receives CERTIFIED FINANCIAL PLANNER Certification

COLORADO SPRINGS, Colo. /ScoopCloud/ -- Financial Advisor Keith Eckhardt of the financial services firm Edward Jones in Colorado Springs, Colorado has received the CERTIFIED FINANCIAL PLANNER™, or CFP®, certification, granted by the Certified Financial Planner Board of Standards (CFP Board).

Becoming a CFP® professional expands a financial advisor's knowledge base in the following areas:

* Financial management

* Tax−sensitive investment strategies

* Retirement savings

* Insurance planning

* Education planning

* Estate considerations

In addition to the education and examination components of certification, Eckhardt also has committed to abiding by the CFP® Board's Code of Ethics and Standards of Conduct.

Eckhardt completed his professional program at The American College of Financial Services ( https://www.theamericancollege.edu/ ).

Keith Eckhardt's office is located at 2950 Professional Place, Ste 205, Colorado Springs, Colorado 80904−8106.

Edward Jones is a leading financial services firm in the U.S. and through its affiliate in Canada. The firm's more than 19,000 financial advisors serve more than 8 million clients with a total of $1.8 trillion in client assets under care at the end of September 2023. Edward Jones' purpose is to partner for positive impact to improve the lives of its clients and colleagues, and together, better our communities and society. Through the dedication of the firm's approximately 52,000 associates and our branch presence in 68% of U.S. counties, the firm is committed to helping more people achieve financially what is most important to them. The Edward Jones website is at edwardjones.com, and its recruiting website is careers.edwardjones.com. Member SIPC.

The CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with plaque design) in the U.S.

MEDIA CONTACT:

Keith Eckhardt

719−578-5833

https://www.edwardjones.com/us-en/financial-advisor/keith-eckhardt

Financial Advisor Keith Eckhardt of the financial services firm Edward Jones in Colorado Springs, Colorado has received the CERTIFIED FINANCIAL PLANNER™, or CFP®, certification, granted by the Certified Financial Planner Board of Standards (CFP Board).

Related link: https://www.edwardjones.com/

Eckhardt Receives Edward Jones Award for Exceptional Achievement in Building Client Relationships

COLORADO SPRINGS, Colo. /ScoopCloud/ -- Keith Eckhardt, an Edward Jones financial advisor in Colorado Springs, CO, recently received the firm's exclusive Soar to Success Award for exceptional achievement in building client relationships within his first five years as a financial advisor. He was one of only 1,122 financial advisors firmwide to receive this award.

"It's an incredible honor to be recognized for the work I do, work I truly enjoy," Eckhardt said. "When I'm able to help my clients set the stage financially to live their best lives, it is personally and professionally rewarding. I'm motivated to make a positive impact for my clients and in this community."

Eckhardt has been an Edward Jones financial advisor for 2 years.

The Soar to Success award was presented to Eckhardt at the Edward Jones regional meeting in Snowmass Village, CO.

The Edward Jones branch−office business model, with more than 15,000 branches throughout North America, allows the firm's nearly 19,000 financial advisors to identify what matters most to each individual client and create personalized strategies, with the goal of developing long−lasting relationships to help keep them on track toward their goals.

Keith Eckhardt and his branch team can be reached at 719−578−5833. The team includes Barbara Ball, Branch Office Administrator.

You may also visit Eckhardt's website at https://www.edwardjones.com/us-en/financial-advisor/keith-eckhardt

Edward Jones is a leading financial services firm in the U.S. and through its affiliate in Canada. The firm's nearly 19,000 financial advisors serve more than 8 million clients with a total of $1.7 trillion in client assets under care at the end of March 2023. Edward Jones' purpose is to partner for positive impact to improve the lives of its clients and colleagues, and together, better our communities and society. Through the dedication of the firm's approximately 52,000 associates and our branch presence in 68% of U.S. counties, the firm is committed to helping more people achieve financially what is most important to them. The Edward Jones website is at edwardjones.com, and its recruiting website is careers. edwardjones.com. Member SIPC.

RELATED LINKS:

https://www.visitcos.com/

https://www.edwardjones.com/us-en

Keith Eckhardt, an Edward Jones financial advisor in Colorado Springs, CO, recently received the firm's exclusive Soar to Success Award for exceptional achievement in building client relationships within his first five years as a financial advisor. He was one of only 1,122 financial advisors firmwide to receive this award.

Related link: https://www.edwardjones.com/

Keith Eckhardt receives two Edward Jones Awards for Exceptional Achievement in Building Client Relationships

COLORADO SPRINGS, Colo. /ScoopCloud/ -- Keith Eckhardt of the financial services firm Edward Jones in Colorado Springs, Colorado, was recently recognized for his exceptional achievement in building client relationships. Eckhardt received two Achievement Awards during the regional meeting in Snowmass Village, Colorado.

Each award is named for a cultural trait of the firm or for a firm leader or legend who, between 1922 and the 1980s, helped shape Edward Jones with the values of putting clients' needs first, treating others with respect and working in partnership.

The awards Eckhardt received are:

− Ted Jones Entrepreneurial Award (1,442 recipients firmwide)

− Edward Jones Sr Founders Achievement Award (1,497 recipients firmwide)

"Earning these awards is a real honor. As I partner with clients to make a meaningful difference in their lives, my relationships with them continue to grow. It's a personally and professionally rewarding experience, and I am grateful to those who put their trust in me," said Eckhardt. "The fact that each award was named after a firm legend makes them all the more meaningful."

The Edward Jones branch−office business model, with more than 15,000 branches throughout North America, allows the firm's nearly 19,000 financial advisors to identify what matters most to each individual client and create personalized strategies, with the goal of developing long−lasting relationships to help keep them on track toward their goals. The Edward Jones branch−office business model, with more than 15,000 branches throughout North America, allows the firm's nearly 19,000 financial advisors to identify what matters most to each individual client and create personalized strategies, with the goal of developing long−lasting relationships to help keep them on track toward their goals.

Learn more: https://www.edwardjones.com/us-en/financial-advisor/keith-eckhardt

Keith Eckhardt's office is located at 2950 Professional Place, Ste 205, Colorado Springs, CO 80904.

Edward Jones is a leading financial services firm in the U.S. and through its affiliate in Canada. The firm's nearly 19,000 financial advisors serve more than 8 million clients with a total of $1.7 trillion in client assets under care at the end of March 2023. Edward Jones' purpose is to partner for positive impact to improve the lives of its clients and colleagues, and together, better our communities and society. Through the dedication of the firm's approximately 52,000 associates and our branch presence in 68% of U.S. counties, the firm is committed to helping more people achieve financially what is most important to them. The Edward Jones website is at edwardjones.com, and its recruiting website is careers. edwardjones.com. Member SIPC

MEDIA CONTACT:
Keith Eckhardt
719-578-5833
keith.eckhardt@edwardjones.com

Keith Eckhardt of the financial services firm Edward Jones in Colorado Springs, Colorado, was recently recognized for his exceptional achievement in building client relationships. Eckhardt received two Achievement Awards during the regional meeting in Snowmass Village, Colorado.

Related link: https://www.edwardjones.com/

Financial Advisor Keith Eckhardt of Edward Jones Receives Certified Exit Planning Advisor® Designation

COLORADO SPRINGS, Colo. /ScoopCloud/ -- Financial Advisor Keith Eckhardt of the financial services firm Edward Jones in Colorado Springs has earned the Certified Exit Planning Advisor®, or CEPA®, professional designation from the Exit Planning Institute®, a program designed to enhance skills for serving business owner clients.

Study topics include various aspects of business and succession planning, including assessing business readiness and personal financial preparedness; engaging with the client team of CPAs, attorneys, and other professionals; integrating strategies into professional, personal, and financial goals; and building and preserving family wealth for future generations.

Learn more: https://www.edwardjones.com/us-en/financial-advisor/keith-eckhardt

His office is located at 1763 South 8th St, Ste 1, Colorado Springs, CO 80905.

Edward Jones, a FORTUNE 500 firm, provides financial services in the U.S. and through its affiliate in Canada. The firm's nearly 19,000 financial advisors serve more than 8 million clients with a total of $1.7 trillion in client assets under care. Edward Jones' purpose is to partner for a positive impact to improve the lives of its clients and colleagues, and together, better our communities and society. Through the dedication of the firm's 50,000 associates and our branch presence in 68 percent of U.S. counties, the firm is committed to helping more people achieve financially what is most important to them. The Edward Jones website is https://www.edwardjones.com/ and its recruiting website is https://careers.edwardjones.com/. Member SIPC.

MEDIA CONTACT:
Keith Eckhardt
719-578-5833

RELATED LINKS:

https://exit-planning-institute.org/

https://www.visitcos.com/

Financial Advisor Keith Eckhardt of the financial services firm Edward Jones in Colorado Springs has earned the Certified Exit Planning Advisor®, or CEPA®, professional designation from the Exit Planning Institute®, a program designed to enhance skills for serving business owner clients.

Related link: https://www.edwardjones.com/

Financial Advisor Keith Eckhardt of Edward Jones Receives Chartered Retirement Plan Specialist® Designation

COLORADO SPRINGS, Colo. /ScoopCloud/ -- Financial Advisor Keith Eckhardt of the financial services firm Edward Jones in Colorado Springs has achieved the professional designation of Chartered Retirement Plan Specialist.

Eckhardt successfully completed the Chartered Retirement Plan Specialist, or CRPS®, Professional Education Program from the Denver−based College for Financial Planning.

Those who complete the program, pass a final exam, and sign a code of ethics and disclosure form earn the CRPS® designation.

Because of ever−increasing client demand for financial advisors who are knowledgeable in the administration of retirement plans for businesses and their employees, this advanced training is specifically designed to focus on design, installation, and maintenance of retirement plans.

Keith Eckhardt's office is located at 1763 South 8th St, Ste 1, Colorado Springs, Colorado 80905. The office phone is 719-578-5833.

Edward Jones, a Fortune 500 company headquartered in St. Louis, provides financial services in the U.S. and, through its affiliate, in Canada. Every aspect of the firm's business, from the investments its financial advisors offer to the location of branch offices, caters to individual investors and businesses. The firm's nearly 19,000 financial advisors serve more than 7 million clients with a total of $1.8 trillion in assets under care.

Visit https://www.edwardjones.com/us-en/ or the recruiting website at https://careers.edwardjones.com/. Member SIPC.

https://www.edwardjones.com/us-en/financial-advisor/keith-eckhardt

https://www.facebook.com/ejadvisorkeitheckhardt/

https://www.linkedin.com/in/keitheckhardt/

Financial Advisor Keith Eckhardt of the financial services firm Edward Jones in Colorado Springs has achieved the professional designation of Chartered Retirement Plan Specialist.

Related link: https://www.edwardjones.com/