Kirsten Keller (CRD# 6969086) is an Investment Advisor Representative working at Cynosure Group, LLC in Salt Lake City, UT and has 1 year of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 3037835
Rock House Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cynosure Management, LLC | Salt Lake City, UT | Sep 2022 - Current | 1 |
| Conning | Hartford, CT | Jun 2022 - Sep 2022 | < 1 |
| Deseret Mutual Benefit Administrators | Salt Lake City, UT | Aug 2018 - Jun 2022 | 3 |
| Goldman Sachs | Salt Lake City, UT | May 2018 - Aug 2018 | < 1 |
| Taylor Walker Consulting | Midvale, UT | Dec 2017 - Apr 2018 | < 1 |
| Student | Salt Lake City, UT | Aug 2017 - Dec 2017 | < 1 |
| Zions Bank | Salt Lake City, UT | Apr 2017 - Aug 2017 | < 1 |
| Student | Salt Lake City, UT | Aug 2016 - Apr 2017 | < 1 |
| Zions Bank | Holladay, UT | May 2016 - Aug 2016 | < 1 |
| Student | Salt Lake City, UT | Jul 2015 - Apr 2016 | < 1 |
| Student | Abilene, TX | Oct 2012 - Jul 2015 | 2 |
- UT
-
Total Assets Under Management4,863MILLIONS
-
Total Number of Accounts590ACCOUNTS
-
Average Account Value$8,242,342
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, CO, CT, DE, FL, GA, ID, IL, MA, MD, MN, NJ, NY, RI, TX, UT, WA
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