American Financial Planning, Inc.

American Financial Planning, Inc. (CRD# 142588) is a financial advisory firm headquartered in Roanoke, VA. They manage $5,326,668 in 61 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    61
    ACCOUNTS
  • Average Account Value
    $87,322
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

VA

Financial Advisors at American Financial Planning, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Maynard L. Keller
CRD#: 2796323
Roanoke, VA
96
Wealthminder
score

Maynard Keller (CRD# 2796323) is an Investment Advisor Representative working at American Financial Planning, Inc. in Roanoke, VA and has over 20 years of experience in the finance industry. Maynard Keller has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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