Keatsconnelly

Keatsconnelly (CRD# 148884) is a financial advisory firm headquartered in Phoenix, AZ. They manage $295,546,008 in 415 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    296
    MILLION
  • Total Number of Accounts
    415
    ACCOUNTS
  • Average Account Value
    $712,159
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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.

AZ, CA, FL, NY, TX, WA

Financial Advisors at Keatsconnelly
Showing 1 - 10 of 17 top financial advisors.
1
Peple M. Burton
CRD#: 2295874
3336 N. 32nd Street, Suite 100, Phoenix, AZ 85018
96
Wealthminder
score

Peple Burton (CRD# 2295874) is an Investment Advisor Representative working at Keatsconnelly in Phoenix, AZ and has over 24 years of experience in the finance industry. Peple Burton 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.

2
Nathaniel G. Gehring
CRD#: 4961415
1880 N. Congress Avenue, Suite 302, Boynton Beach, FL 33426
96
Wealthminder
score

Nathaniel Gehring (CRD# 4961415) is an Investment Advisor Representative working at Keatsconnelly in Boynton Beach, FL and has over 12 years of experience in the finance industry. Nathaniel Gehring 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.

3
Robert F. Keats
CRD#: 1145582
3336 N. 32nd Street, Suite 100, Phoenix, AZ 85018
96
Wealthminder
score

Robert Keats (CRD# 1145582) is an Investment Advisor Representative working at Keatsconnelly in Phoenix, AZ and has over 34 years of experience in the finance industry. Robert Keats 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.

4
Brad L. Reichert
CRD#: 4149576
3336 N. 32nd Street, Suite 100, Phoenix, AZ 85018
96
Wealthminder
score

Brad Reichert (CRD# 4149576) is an Investment Advisor Representative working at Keatsconnelly in Phoenix, AZ and has over 12 years of experience in the finance industry. Brad Reichert 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.

5
John E. Rice
CRD#: 2221567
1880 N. Congress Avenue, Suite 302, Boynton Beach, FL 33426
96
Wealthminder
score

John Rice (CRD# 2221567) is an Investment Advisor Representative working at Keatsconnelly in Boynton Beach, FL and has over 25 years of experience in the finance industry. John Rice 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.

6
Marie Sardano
CRD#: 1575071
1880 N Congress Ave Ste# 302, Boynton Beach, FL 33426
96
Wealthminder
score

Marie Sardano (CRD# 1575071) is an Investment Advisor Representative working at Keatsconnelly in Boynton Beach, FL and has over 25 years of experience in the finance industry.

7
Stephen H. Thompson
CRD#: 4522427
3336 N. 32nd Street, Suite 100, Phoenix, AZ 85018
96
Wealthminder
score

Stephen Thompson (CRD# 4522427) is an Investment Advisor Representative working at Keatsconnelly in Phoenix, AZ and has over 15 years of experience in the finance industry. Stephen Thompson 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.

8
Dale A. Walters
CRD#: 714941
3336 N. 32nd Street, Suite 100, Phoenix, AZ 85018
96
Wealthminder
score

Dale Walters (CRD# 714941) is an Investment Advisor Representative working at Keatsconnelly in Phoenix, AZ and has over 31 years of experience in the finance industry. Dale Walters 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.

9
Bryant E. Andrus
CRD#: 5054636
3336 N. 32nd Street, Suite 100, Phoenix, AZ 85018
93
Wealthminder
score

Bryant Andrus (CRD# 5054636) is an Investment Advisor Representative working at Keatsconnelly in Phoenix, AZ and has over 10 years of experience in the finance industry.

10
Renee S. Bellefeuille
CRD#: 5533475
3336 N. 32nd Street, Suite 100, Phoenix, AZ 85018
93
Wealthminder
score

Renee Bellefeuille (CRD# 5533475) is an Investment Advisor Representative working at Keatsconnelly in Phoenix, AZ and has over 8 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.