Susan Shackelford
KEB – Kerber, Eck & Braeckel · Springfield, Illinois
Susan Shackelford is a fee-only financial advisor at KEB – Kerber, Eck & Braeckel in Springfield, Illinois. Susan focuses on retirement planning, estate & legacy planning and tax planning. KEB – Kerber, Eck & Braeckel reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Facts
| Firm | KEB – Kerber, Eck & Braeckel |
|---|---|
| Based in | Springfield, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $1.27B across 2,381 accounts |
| SEC registration | Investment adviser representative in IL, MO · CRD 874696 |
| Exams passed | Series 63 (1981) · Series 65 (1997) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | www.kebcpa.com/services/wealth-management |
How Susan's firm compares
- KEB – Kerber, Eck & Braeckel's average account is about $535,000, from its Form ADV (assets managed divided by 2,381 accounts).
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Questions about Susan
Is Susan Shackelford a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Susan holds no broker registration, and KEB – Kerber, Eck & Braeckel reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Susan charge for financial advice?
Susan's firm, KEB – Kerber, Eck & Braeckel, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Susan Shackelford based?
Susan Shackelford is based in Springfield, Illinois.
What does Susan specialize in?
Susan's specialties include retirement planning, estate & legacy planning and tax planning.
Is Susan Shackelford registered with the SEC?
Yes. Susan Shackelford is registered as an investment adviser representative in IL and MO (CRD 874696), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does KEB – Kerber, Eck & Braeckel manage?
KEB – Kerber, Eck & Braeckel reports $1.27B across 2,381 accounts in assets under management.
How do I contact Susan Shackelford?
Through Susan's website, www.kebcpa.com/services/wealth-management.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- KEB – Kerber, Eck & Braeckel website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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