Keesler Financial Group

Invest in Your Future

Services made available through LPL Financial

Schedule a Complimentary Consultation

Preserve and manage your assets for a brighter tomorrow

Through Keesler Financial Group, you have access to no-obligation financial management consultations and a wide range of services, coverages, investments and transactions at one location.

Access Your LPL Account Here

Call Keesler Financial Group at 1-888-533-7537 option 4.


We can help you with:

IRAs*

Tax favored accounts to prepare for retirement.

Mutual Funds*

Diversified investment options for your objectives.

Managed Accounts*

Professionally managed portfolios to match your needs.

Annuities*

To help you save for, and live in retirement.

Stocks & Bonds*

Individual investments to complement your style.

College Savings*

To help you plan for your children’s college tuition costs.

Meet our advisors

Our advisors are committed to helping you work toward your financial goals. They will work with you to help you make sound financial decisions consistent with your comfort level, investment timeline, and objectives. Specifically, they can make sure you have solid answers to these key questions:

  • Is your retirement money invested properly?
  • Will you have enough income in retirement?
  • What should you do with an existing retirement plan from a previous employer?
  • How will you pay for a child’s or grandchild’s education?
  • Financially, what would happen to your family if you died?
  • How will you pay for long-term care?

Check the background of these investment professionals at FINRA’s BrokerCheck.

Ron L. Weatherly

Based out of Waveland, MS, Ron is an Investment Advisor Representative of LPL Financial.
He is also a licensed insurance agent.

Based out of Biloxi, MS, William is Former President and Executive Director
of the Mississippi Coast Chamber of Commerce and a charter member and
former secretary of the Mississippi Coast Community Foundation.

Schedule a Complimentary Consultation
Ron Weatherly

Dennis J. Liverett

Based out of Slidell, LA, Dennis has a BA in finance from the University of New Orleans.
He is an Investment Advisor Representative of LPL Financial.
He is also a licensed insurance agent.

Based out of Biloxi, MS, William is Former President and Executive Director
of the Mississippi Coast Chamber of Commerce and a charter member and
former secretary of the Mississippi Coast Community Foundation.

Schedule a Complimentary Consultation
Dennis Liverett

Nathan Roberts

Based out of Biloxi, MS, Nathan’s goal is to help increase the confidence of his clients
by providing them time-tested financial and investment advice. His many years of experience in the
investment, banking and insurance fields has prepared him well in helping you with your
short-term and long-term financial goals.

Based out of Biloxi, MS, William is Former President and Executive Director
of the Mississippi Coast Chamber of Commerce and a charter member and
former secretary of the Mississippi Coast Community Foundation.

Schedule a Complimentary Consultation
Nathan Roberts

Lynn Hartfield

Based out of Hattiesburg/Petal MS, Lynn is an Investment Advisor Representative of LPL Financial. As a financial advisor, with over 13 years of investment experience, it continues to be his primary goal to help clients make informed investment decisions that align with their financial goals and risk tolerance. He is also a licensed insurance agent.

Based out of Biloxi, MS, William is Former President and Executive Director
of the Mississippi Coast Chamber of Commerce and a charter member and
former secretary of the Mississippi Coast Community Foundation.

Schedule a Complimentary Consultation
Lynn Hartfield

Bonnie Pierce

As the financial services coordinator for Keesler Financial Group, Bonnie schedules appointments,
manages events and services related to investment program business. She can be reached at
1-888-533-7537 option 4 or directly at 228-385-4558.

Based out of Biloxi, MS, William is Former President and Executive Director
of the Mississippi Coast Chamber of Commerce and a charter member and
former secretary of the Mississippi Coast Community Foundation.

Email Bonnie
Bonnie Pierce

Schedule a Complimentary Consultation

Please select the branch location and up to three dates and times that you would like for your appointment time. A Keesler Financial Group representative will contact you within the next business day to confirm an appointment time that is the most convenient.

Please note that Saturday appointments are not available at our branch locations.

  • Please Choose Appointment Date(s)

  • MM slash DD slash YYYY
  • MM slash DD slash YYYY
  • MM slash DD slash YYYY
  • Please Choose Appointment Time(s)

  • This field is for validation purposes and should be left unchanged.

2024 Financial Planning Webinars

Keesler Financial Group 2024 Webinar Series

Keesler Financial Group is hosting a series of no-cost, no-obligation financial planning webinars throughout 2024. These informative discussions cover a wide range of topics vital to maintaining long-term financial stability.

Learn More about Keesler Financial Group

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

BrokerCheck

Webinar Registration Information

All webinars will be held virtually via ZOOM, a popular online conferencing platform that allows the user to view the presenter and the seminar materials online in real-time.

After registering, you will be sent a confirmation email along with a reminder just prior to the event. You will also be able to add this to your calendar.

If you have any questions, please call Keesler Financial Group at 1-888-533-7537 ext. 4100 or email us here.

For detailed instructions on using ZOOM on your desktop computer or on a mobile device, click here.

March WebinarsApril WebinarsMay WebinarsJune Webinars

March Webinars

Rethinking Diversification

Monday, March 18, 6pm Central

In today’s volatile market, retirement savers face new challenges. Traditional portfolio diversification may no longer be the answer to growing your savings without the risk of losing it all. Luckily, there are new ways to manage investment risk.

Register Here

Rethinking Diversification

Monday, March 18, 6pm Central

In today’s volatile market, retirement savers face new challenges. Traditional portfolio diversification may no longer be the answer to growing your savings without the risk of losing it all. Luckily, there are new ways to manage investment risk.

Register Here

April Webinars

Social Security & Your Retirement

Monday, April 8, 6pm Central

Regardless of how close or far away retirement is, chances are you have questions and could use someone at your side to help lead the way — especially with how Social Security works.

Register Here

Understanding Medicare

Monday, April 22, 6pm Central

Medicare is a key part of planning your retirement journey. We’re here to help you understand the basics so you can make your choice with confidence. Attending the Understanding Medicare seminar is a great first step in this process.

Register Here

May Webinars

Income for Life

Wednesday, May 1, 6pm Central

Join us for this exclusive seminar as leading financial professional Mike Mason dives deep into ways to build wealth and income for life. The seminar will include a live Q&A where you can get the answers to your income for life questions.

Register Here

The Three Transitions to Retirement

Monday, May 20, 6pm Central

Your exciting next chapter will start soon. Are you ready? You’ll encounter financial, lifestyle and emotional milestones along the way — but you’re not in this alone. We’ll work together to help you feel confident about your path to retirement. A great first step in this journey is the Three Transitions to Retirement seminar.

Register Here

June Webinars

Rollover Planning

Wednesday, June 5, 6pm Central

Changing jobs is a common experience for most U.S. workers. But what’s the right thing to do with your retirement savings plan account from a previous employer? Chances are you have questions and could use someone at your side to lead the way — especially in understanding how your decision can impact your long-term retirement savings.

Register Here

Rethinking Diversification

Tuesday, June 18, 6pm Central

In today’s volatile market, retirement savers face new challenges. Traditional portfolio diversification may no longer be the answer to growing your savings without the risk of losing it all. Luckily, there are new ways to manage investment risk.

Register Here

Securities Disclosures

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Keesler Federal Credit Union and Keesler Financial Group are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Keesler Financial Group, and may also be employees of Keesler Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Keesler Federal Credit Union or Keesler Financial Group. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency Not Credit Union Guaranteed Not Credit Union Deposits or Obligations May Lose Value

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risk including possible loss of principal.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Keesler Federal Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Keesler Federal Credit Union for these referrals. This creates an incentive for Keesler Federal Credit Union to make these referrals, resulting in a conflict of interest. Keesler Federal Credit Union is not a current client of LPL for advisory services.

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

*Investing in mutual funds involves risk, including possible loss of principal. Fund value will fluctuate with market conditions and it may not achieve its investment objective.

Fixed and Variable annuities are suitable for long-term investing, such as retirement investing. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Withdrawals made prior to age 59 ½ are subject to a 10% IRS penalty tax and surrender charges may apply. Variable annuities are subject to market risk and may lose value.

Stock investing includes risks, including fluctuating prices and loss of principal.

Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.

Website Disclosure

Keesler Federal is not responsible for the content or any transactions you may enter into as a result of following website links. When accessing the Keesler Financial Group link, you are leaving our website. Their website is not controlled by our privacy and security policies and may or may not have adequate protection. We encourage you to review their policies before giving any personal information.

Tell us about yourself