Keith Elflein, financial advisor Ashville OH

Keith Elflein

CRD Number: 4617922
Current Firm: F L Putnam Investment Management Company

Keith Elflein (CRD# 4617922) is an Investment Advisor Representative working at F L Putnam Investment Management Company in Ashville, OH and has 1 year of experience in the finance industry.

Similar Advisors
Teresa Owsley, financial advisor Ashville OH
Teresa D. Owsley
CRD# 2483337
Stratos Wealth Partners, Ltd
Similar Advisors
Clay Acer, financial advisor Ashville OH
Clay J. Acer
CRD# 6112873
Trinity Financial Advisors LLC
Similar Advisors
Zachary Adams, financial advisor Ashville OH
Zachary Adams
CRD# 6716610
J.p. Morgan Securities LLC
Company Name Location Dates Years
Fl Putname Wellesley, ME Apr 2018 - Current 4
Ubs Painewebber Inc. New London, CT Dec 2002 - Current 19
Us Navy New London, CT Jun 1999 - Current 23
Unemployed Ashville, OH Mar 2018 - Apr 2018 < 1
Boston Private Financial Holdings Boston, ME Jul 2007 - Mar 2018 10

Keith Elflein has no recent exams reported.
Contact Info for Keith R. Elflein
Phone Number: 800-344-3435
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    4,547
    MILLIONS
  • Total Number of Accounts
    3,635
    ACCOUNTS
  • Average Account Value
    $1,250,943
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States

CA, CO, CT, DC, FL, GA, KY, MA, MD, ME, MI, MN, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TX, VA, VT, WA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.