Invest in Your Future
Services made available through LPL Financial
Schedule a Complimentary ConsultationPreserve 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.
Call Keesler Financial Group at 1-888-533-7537 option 5.
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.
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.
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.
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.
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 5.
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
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.
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 |
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.