Professional Qualifications I Education I Personal
Keith P. Brockman, AIF® has helped individuals and businesses with their financial needs since 1989 and has been with Signature Financial Partners since 1996. As a financial advisor and active member of his community, Keith's mission is to help both individuals and business owners create, protect and transfer wealth.
By utilizing strategic partnerships with industry leading investment firms, service providers and insurance carriers, Keith and his team are able to provide his clients with a wide array of expertise.
Professional Qualifications
Accredited Investment Fiduciary (AIF®)
The AIF designation has been the mark of commitment to a standard of investment fiduciary excellence. Those who earn the AIF mark successfully complete a specialized program on investment fiduciary standards of care and subsequently passed a comprehensive examination.
Financial Planning Association: Active Member
The Financial Planning Association (FPA) is the largest membership organization for financial advisors in the United States. Members are held to the FPA's Standard of Care - some of the highest ethical and competent standards in the industry.
Million Dollar Round Table: Qualifying Member
The Million Dollar Round Table (MDRT) is the premier association of financial professionals with less than 1% of the world's financial service professionals qualifying. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service.
FINRA/SEC Registration and Insurance Licenses
- FINRA Series 6,7, 63 Professionally Licensed
- Investment Advisor Representative Series 65
- Life, Health and Long Term Care Insurance Licensed
Education
Miami University, Oxford, Ohio
Bachelors of Science: Finance
Bachelors of Science: Marketing
College for Financial Planning, Denver, Colorado
CFP® Certification Professional Education Program
Personal
Keith was born in Michigan, raised in northern Ohio and relocated to the DC metro area in 1996. Keith currently resides in Northern Virginia with his wife, Kathie, and their three children: Madeline, Cate and Jack. In addition to spending time with his family and their various activities, Keith enjoys golf, tennis, travel and photography.