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Mini keith waterman
Resource Planning Group
Fishers, IN

Keith Waterman

We manage your risk, not your return. Because if we manage risk appropriately, the return will take care of it self.
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Meet Keith

For over 15 years, Keith has been in the financial services field monitoring financial markets for individuals and families while helping them manage risk and reach their financial objectives. He is committed to providing uniquely focused wealth management and investment solutions designed around each individual client's risk tolerance and personal goals.

Keith graduated with a degree in finance and did his own trading at an early age. He went on…

For over 15 years, Keith has been in the financial services field monitoring financial markets for individuals and families while helping them manage risk and reach their financial objectives. He is committed to providing uniquely focused wealth management and investment solutions designed around each individual client's risk tolerance and personal goals.

Keith graduated with a degree in finance and did his own trading at an early age. He went on to manage personal and family IRA accounts as well as FOREX trading accounts involving global currency interactions and exchanges. His experience and success in those areas taught him the importance of capital preservation and careful management of individual risk. Keith currently holds both his Series 7 and Series 66 licenses and is a Registered Investment Advisor Representative.

In addition to finance, Keith also spent 10 years in the insurance industry managing $20+ million dollar territories and was involved in all aspects of risk management, marketing and individual customer service. This role comprised of several states in the Midwest and East coast where he launched new territory expansions, as well as enjoyed honored company achievements as the #1 revenue-generating Sales Manager. Most recently, Keith was the Assistant Vice President of Private Lending at the #1 lender in Indiana and helped Union Savings Bank grow to over $100 million in Indiana alone.

Keith and his wife Annette were married in Hilton Head, South Carolina and currently live in Carmel, Indiana where they enjoy playing competitive tennis, hiking, exercising, and entertaining 14 niece and nephews. Keith is family oriented and has enjoyed coaching baseball, basketball and tennis at all levels.

Lastly, Keith is a hard worker and always puts his client's needs first. He enjoys people and is a good listener and communicator in both business and personal relationships. Keith believes in spiritual leadership and strives to be known as an insightful and diligent advisor.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member fInRa/sIPC. advisory services offered through Cambridge Investment Research Advisors, a Registered Investment adviser. Resource Planning Group, LLC and Cambridge are not affiliated.


Services offered

Investment Management
Financial Planning
Retirement Planning
Tax Planning
College Planning
Estate Planning
Socially Responsible Investing
Employer Sponsored Retirement Plans
Long-Term Care Planning

Experience with

Entrepreneurs
Families

Fee structure

Based on % of assets

Education

BSc - Ball State University
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