William Keller (CRD# 6085562) is an Investment Advisor Representative working at Keller Wealth Management LLC in Whippany, NJ and has over 3 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Keller Wealth Management LLC | Whippany, NJ | Dec 2020 - Current | 3 |
| William Keller, Sole Proprietor | Whippany, NJ | Dec 2020 - Current | 3 |
| Keller Wealth Management LLC | Whippany, NJ | Sep 2020 - Current | 3 |
| Mondelez International | East Hanover, NJ | May 2018 - Current | 5 |
| Primerica | Whippany, NJ | Sep 2020 - Dec 2020 | < 1 |
| Primerica | Whippany, NJ | Jun 2020 - Sep 2020 | < 1 |
| Prudential Financial | Newark, NJ | Jul 2013 - May 2018 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2020 |
- NJ
-
Total Assets Under Management2MILLIONS
-
Total Number of Accounts65ACCOUNTS
-
Average Account Value$37,775
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
NJ
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