Keith Schlingheyde

BACKGROUND

Keith Schlingheyde began his career in the financial industry in 1995. Keith spent more than 25 years as an Investment Specialist working at firms such as PIMCO Funds, Strong Capital Management, Wells Fargo Asset Management, and Astor Investment Management.

Following many years working in the asset management side of the industry, Keith joined Benjamin F. Edwards in Hamden, CT, as a Financial Advisor and teamed up with Darrelyn Brennan, AAMS®, CFP®, a Financial Advisor who has spent the past 25 years in the financial planning and advice side of financial services. We blend our complementary business skill sets together, which strengthens our interactions with clients and allows us to offer a full suite of financial advice to meet our clients’ needs.

Keith has an extensive knowledge of investments and the team’s clients benefit from the insights he has accumulated throughout his career. Keith is well-versed on the economy and the markets and enjoys sharing information with clients. Keith graduated in 1995 from Marist College, and holds a bachelor of arts degree.

I look forward to showing you what our client-first investment approach can mean for you.

OVERVIEW

Trust. Integrity. Mutual respect. These are the operating principles I rely on when I work to develop an investment approach that is designed to meet my clients’ financial goals and objectives.

My client-first service commitment for you begins by asking questions, listening to your responses and learning what is important to you. We’ll work together to evaluate your current financial picture and explore your investment time horizon, and your tolerance for risk. Each of these steps will help us develop your personalized, goals-based financial program using the various investment tools we have at Benjamin F. Edwards & Co.

As we implement your strategy, we will continue to work together to monitor your progress, making adjustments as your needs and goals change, and/or as opportunities in the markets present themselves.