Keith Plywaczynski, CFP®
Designations and Licenses
Keith is a CERTIFIED FINANCIAL PLANNER™ professional.
Experience and Education
Keith focuses on the client experience and developing associate talent at several of our locations. He is responsible for strategy and operational execution in these locations, as well as identifying and opening new offices. He also specializes in helping corporate executives and business owners navigate the various complexities that impact their families and long-term financial goals.
Prior to joining Mariner Wealth Advisors, Keith spent six years as a lead financial advisor at Capstone Financial Advisors. In that role, he advised clients through the financial planning process, including tax planning, wealth transfer strategies, small-business planning and investment management. While at Capstone, he became a partner and served on the firm’s management committee, where he helped direct strategy related to growth initiatives and new client acquisitions. Before serving as a lead financial advisor, Keith was a financial analyst at Capstone. He also completed a two-year internship as a financial analyst in the Public Finance Department at Robert W. Baird & Co.
Keith has a bachelor’s degree in accounting and finance from North Central College.
Keith was ranked #15 on the Forbes 2020 Top Next-Gen Wealth Advisors list.
The 2020 Top Next-Gen list includes 500 rising advisors who help manage over $1 trillion in client assets. Each advisor was nominated by their firm, then vetted and ranked by SHOOK Research. Advisors do not pay a fee for placement on the list, which is independently determined by Shook Research. For advisors already on a ranking, there is a fee to be highlighted in bold. For more information related to the award, visit https://www.forbes.com/top-next-gen-advisors/#7b7678996df0. The award is not indicative of future performance and there is no guarantee of future investment success.