Harry Keppert, financial advisor Port Orchard WA

Harry Keppert

CRD Number: 2957020
Current Firm: Avantax Advisory Services

Harry Keppert (CRD# 2957020) is an Investment Advisor Representative working at Avantax Advisory Services in Port Orchard, WA and has over 26 years of experience in the finance industry.

Similar Advisors
Eric Maclean, ChFC®, CLU®, AIF®, financial advisor Port Orchard WA
Eric S. Maclean, ChFC®, CLU®, AIF®
CRD# 5925615
Securities America Advisors, Inc.
Similar Advisors
Jeffrey Janeway, financial advisor Port Orchard WA
Jeffrey C. Janeway
CRD# 6533806
Harbour Investments, Inc.
Similar Advisors
Angela Jolley, financial advisor Port Orchard WA
Angela M. Jolley
CRD# 4337938
Aspire Capital Advisors LLC
Company Name Location Dates Years
Avantax Advisory Services Port Orchard, WA Jul 2002 - Current 21
Avantax Investment Services,inc. Port Orchard, WA Oct 1997 - Current 26
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1997
S66 NASAA Uniform Combined State Law Examination Nov 2001
Contact Info for Harry J. Keppert
Phone Number: 972-870-6000
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    30,968
    MILLIONS
  • Total Number of Accounts
    123,393
    ACCOUNTS
  • Average Account Value
    $250,972
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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 derived from SEC.gov data covering 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.

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.