Keith A. Peacock, CFP®, CPFA®

Partner/Certified Financial Planner ®

Keith is a partner as well as our LPL Branch Manager at the Virtus Group. Keith has been with the Virtus Group for over 14 years. His responsibilities include advising both individuals and corporations in financial strategies. He works closely to assist and guide individuals and corporate plan employees in pursuing their personal financial goals. Keith earned his Bachelor of Science in Accounting from the University of Rhode Island. His insurance licenses include Life, Accident and Health Insurance and he is licensed in several states. His securities registrations include the Series 7 (General Securities Representative Examination), Series 24 (General Securities Principal Examination), Series 63 (Uniform Securities Agent State Law Examination), and Series 65 (Uniform Investment Advisor Law Examination), all of which are currently held with LPL Financial. He has also achieved the CERTIFIED FINANCIAL PLANNER™ designation awarded by the Certified Financial Planner Board of Standards, and is now a registered CFP® Practitioner. He has met the educational, examination, experience and ethics requirements affiliated with this designation.

In addition, Keith has earned his Certified Plan Fiduciary Advisor (CPFA®) designation from the National Association of Plan Advisors (NAPA). Plan advisors who earn their CPFA® demonstrate the specialized knowledge required to act as a plan investment fiduciary or to help plan fiduciaries manage their roles and responsibilities. The Certified Plan Fiduciary Advisor (CPFA®) credential demonstrates knowledge, expertise, and commitment to working with retirement plans. This designation focuses on building a sound investment fiduciary process. By earning the CPFA®, one can “demonstrate the expertise required to act as a plan investment fiduciary or help plan fiduciaries manage their roles and responsibilities.”

He has been accepted into LPL Financials Retirement Plan Consultant Program (“RPCP”). The RPCP is a fee-based 401(k) plan consulting platform for qualified financial advisors who specialize in Corporate Retirement Plans. (Criteria for RPCP selection is based upon the advisor's experience in managing business retirement plans and the number of active retirement plans/advisory assets under management, among other specialized qualifications; further, the applicant must have attained one of select designations having a focus on fiduciary process and methodology.)

Keith and his wife Jillian reside in Lincoln with their two daughters Addison and Emily.  Keith supports several animal rescue organizations and has a rescue dog named Sophie.  In his free time, he enjoys exercising, golfing, and spending time with his family.

Phone (401) 223-0500 ext 108