the keith bohle financial difference

How do we do it?

Learn about our simple & easy three step process.


Meet with a team that values your time and understands the importance of your retirement. We’ll take the time to get to know you and learn what a successful retirement means to you.


Sit down and plan out all the details of your retirement income strategy with us. We can discuss any products of interest and go over different strategies that can work for you.


Whenever you’re ready, we will begin setting your personalized plan into motion. After your plan is up and running, we will continue to monitor your progress and make suggestions if necessary.

still not convinced?

Keith Bohle is a fiduciary advisor who is legally
bound to serve in his client’s best interest, offering:

After your first appointment, you will be able to decide if we can benefit your retirement plan with our unique strategies.

meet keith bohle Financial

Keith Bohle


Keith Bohle made a career change into the financial industry following the passing of his father. He has now been in the industry for 18 years and holds a Life and Health Insurance License as well as Series 66 and Series 7 Licenses. His speciality is in retirement planning, income strategies, and investments with a focus on consistent returns with lower risk. Keith takes a highly personal approach with his clients, researching and offering investment advice specifically for their individualized needs. In 2017, Keith overcame an extreme setback after being paralyzed from the neck down with Guillain-Barre Syndrome; still to this day, he does therapy to gain back strength and mobility. The decision to keep his practice open was driven by his honest love for helping others. Keith is married to his wife, Melanie, and together they own and operate Keith Bohle Financial, Dynamix School of Dance, Bohle Farms, and Kingsley Warehouse and Storage. He is from Kingsley, Iowa and after moving around a bit, moved back to his hometown, where he lives today. Keith and his wife love spending time with their friends and family, traveling, and volunteering. Keith serves on twelve community boards, including the Kingsley City Council, Foundation of Greater Plymouth County, Siouxland Interstate Metropolitan Planning Council, and Northwest Iowa Housing Authority.
Keith Holds Series 66, Series 7, and Life and Health Insurance Licenses