Specialties
About Me
My first priority is helping you take care of you and your family.
My team and our whole process is built around our desire to learn about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success as wealth managers and retirement planners in the Greater Grand Rapids, MI community and beyond. Part of my team's proprietary process is based on our company which involves a three step focus of Discover, Design, Deploy. My entire process is called the TruVectr Formula and is a holistic approach to investment management which centers on your financial plan as the primary driver.
♥
Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
MBA, RICP, CEPA
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
Verify This Advisor
Disclosures
Keagan W. Rushmore, MBA, RICP, CEPA is a Co-Founder of L2 Advisors, he is the the CEO and Chief Wealth Planner for the the team. The entire L2 Advisors team works toward educating clients, who can expect advice given to them with the heart of a teacher. Keagan started working with his Dad, Chuck Rushmore, at L2 in 2008. He was given the benefit of helping clients in what is arguably the best of times and the worst of times. Investing for the future is as much about knowing the past as having a clear vision of where you want to go tomorrow. Keagan graduated from Grand Valley State University with an MBA in Finance and Aquinas College with a Bachelor of Science in Business Administration. He earned the Retirement Income Certified Professional® (RICP) designation from the American College for Financial Services and in 2024 the Certified Exit Planning Advisor (CEPA) for small business owners.. He’s also obtained numerous financial licenses, including the Series 7, 63, and 65, as well as his Michigan Life, Disability, and Health insurance licenses. His wife and three kids are his greatest joy. Favorite shared activities include leadership as Scoutmaster and Popcorn Kernel for Troop 345 with Scouting America, bike riding, woodworking, leather working, career mentorship, basketball, soccer and generally any active time with them. Keagan is always reading and following politics and economics, joking that this is his “sport of choice.” Personal hobbies include woodworking, gardening, target practice, cooking and home brewing of beers, ciders and wines. Many of the architectural elements of the L2 Advisors offices were designed and built as family projects by Keagan and his parents Chuck and Martha. Keagan also serves the Grand Valley State University (GVSU) Seidman College of Business as a Pro-Mentor, working with Juniors and Seniors at the business school to help them with career and academic development goals. Since 2023 he has been a member of the Forest Hills Business Association Board of Directors, he was elected Vice President in 2024 and will begin serving as President of the FHBA in 2026. Since 2013 Keagan has served the Ada/Cascade area as a Ramsey SmartVestor Pro, providing advice to Ramsey Show listeners who want advice, financial planning and investment services provided in the Ramsey Method: with the Heart of a Teacher. Keagan Rushmore is an investment advisor representative of,and securities and advisory services are offered through USA Finaincail Securities, Member FINRA/SIPC. Also, Charles Rushmore and Mary Lynch are registered non-solicitors of USA Financial Securities. A registered investment advisor located at 6020 E. Fulton St., Ada, MI 49301. L2 Advisors is not affiliated with USA Financial Securities. Status as a SmartVestor Pro does not imply a certain level of skill or training.