Michael W. Schroeder, CFP

Michael W. Schroeder, CFP At Ke Wealth Advisors, we help clients achieve their financial goals through a long-term relationship with a trusted and knowledgeable advisor.

Securities and advisory services offered through Commonwealth Financial Network®, member https://www.FINRA.org / https://www.SIPC.org, a Registered Investment Adviser. The Financial Advisors associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations. Review our Terms of Use: https://www.commonwealth.com/termsofuse.html.”

Miss Olivia has a special day coming on April 15th!  Please join us in congratulating her on another year of amazing ser...
04/13/2023

Miss Olivia has a special day coming on April 15th!
Please join us in congratulating her on another year of amazing service. She has serviced our clients with a smile and a friendly voice for 21 years! She is a joy and is greatly appreciated here at Ke Wealth! Thank you, Olivia!

We have another birthday in the office to celebrate.  Join us in wishing Terry a very happy birthday!  We wish you all t...
03/01/2023

We have another birthday in the office to celebrate. Join us in wishing Terry a very happy birthday! We wish you all the best in the coming year and beyond!

Help us to wish Olivia a happy birthday!  Her actual birthday was yesterday, Jan 8th, but celebrating with her made this...
01/09/2023

Help us to wish Olivia a happy birthday! Her actual birthday was yesterday, Jan 8th, but celebrating with her made this Monday even more fun. She said she would like one of her coming year's goals to be, "Have more fun!". We hope this was a small start toward reaching that goal.

San Diego was a great host for our national conference, titled "Find the Good".  We met colleagues from all over the cou...
11/11/2022

San Diego was a great host for our national conference, titled "Find the Good". We met colleagues from all over the country, learned new business strategies and experienced the city at events on the Midway and at the Gaslamp Quarter. Let's not forget that Terry celebrated her 13th year with us while we there. It was an amazing week.

First after-work ride of the fall.  Happy to have the summer heat behind us 😀
10/25/2022

First after-work ride of the fall. Happy to have the summer heat behind us 😀

Terry DeWoody Rascon opened an exciting package at the office today!  JD Power ranks our broker/dealer, Commonwealth Fin...
09/29/2022

Terry DeWoody Rascon opened an exciting package at the office today!
JD Power ranks our broker/dealer, Commonwealth Financial Network, number one in Independent Advisor Satisfaction Among Financial Investment Firms again! It is a pleasure to have them serving us, allowing us to service our clients with confidence.

We are happy to welcome Luke Schroeder to the office!  He graduated with a Bachelor of Science in Finance this past May ...
09/07/2022

We are happy to welcome Luke Schroeder to the office! He graduated with a Bachelor of Science in Finance this past May and will soon be complete with all of his licensing exams. Luke is excited to begin his career here at Ke Wealth Advisors!

April 15th marks twenty years that Olivia has been with us! Her dedication over the years was always enhanced by her smi...
04/15/2022

April 15th marks twenty years that Olivia has been with us!
Her dedication over the years was always enhanced by her smiling face and friendly voice. Thank you, Olivia!

Happy Birthday Terry DeWoody Rascon!  This is a year of mile-stone birthdays in our office.  Terry is 50 today, which is...
03/01/2022

Happy Birthday Terry DeWoody Rascon! This is a year of mile-stone birthdays in our office. Terry is 50 today, which is definitely a special one to celebrate.

Help us to wish Olivia a very happy birthday.  She celebrated a milestone birthday on Saturday and it warrants a week of...
01/10/2022

Help us to wish Olivia a very happy birthday. She celebrated a milestone birthday on Saturday and it warrants a week of celebrating! Happy Birthday, Olivia!

Join us in congratulating Terry for 12 years of service with us!  We appreciate her hard work, which is always done with...
11/10/2021

Join us in congratulating Terry for 12 years of service with us! We appreciate her hard work, which is always done with a smile.

Address

4015 S. McClintock Drive , Ste. 100
Tempe, AZ
85282

Opening Hours

Monday 8:30am - 4pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 4pm
Thursday 8:30am - 5pm
Friday 8:30am - 4pm

Telephone

+14804671964

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Ke Wealth Advisors, LLC

At Ke Wealth we help clients achieve their financial goals through a long-term relationship with a trusted and knowledgeable advisor.

Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Ke Wealth Advisors 4015 S. McClintock Dr., Ste. 100 Tempe, AZ 85282 (480)467-1964. This communication is strictly intended for individuals residing in the states of AZ CA CO FL KS MA NC NM NV TX WA. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html.