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.

Accolades

Keith was named to Forbes’ Best-In-State Wealth Advisors list, ranking #14 in Illinois in 2022 and #39 in 2021. In addition, he was ranked #15 on the Forbes’ 2020 Top Next-Gen Wealth Advisors list..

Keith’s Office

Best-In-State: Advisors are selected for the Forbes rankings by SHOOK Research. Rankings for 2021 through 2022 were published in February 2021 and April 2022, and were based on June 30^th data, including 1- and 5-year periods.

Top Next-Gen Advisors: Advisors are selected for the Forbes rankings by SHOOK Research. Rankings for Top Next-Gen Advisors for 2020 were published in September 2020 and were based on March 31^st data, including 1- and 5-year periods.

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