Micah Keel, financial advisor Sarasota FL

Micah Keel

CRD Number: 4270312
Current Firm: Sound Income Strategies, LLC

Micah Keel (CRD# 4270312) is an Investment Advisor Representative working at Sound Income Strategies, LLC in Sarasota, FL and has over 23 years of experience in the finance industry.

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Advice And Planning Services
Company Name Location Dates Years
Purshe Kaplan Sterling Investments Albany, NY Apr 2023 - Current < 1
Sound Income Strategies LLC Fort Lauderdale, FL Mar 2023 - Current 1
Retirement Income Source Of Sarasota Sarasota, FL Mar 2023 - Current 1
Kestra Investment Services, LLC Sarasota, FL Jun 2019 - Mar 2023 3
Kestra Advisory Services, LLC Sarasota, FL Jun 2019 - Mar 2023 3
Ameriprise Financial Services, Inc. Sarasota, FL Aug 2013 - Jun 2019 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2000
S65 NASAA Investment Advisors Law Examination May 2005
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Micah K. Keel
Phone Number: 954-487-1860
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    2,669
    MILLIONS
  • Total Number of Accounts
    20,938
    ACCOUNTS
  • Average Account Value
    $127,465
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Educational seminars/workshops
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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