Keatsconnelly

Keatsconnelly (CRD# 148884) is a financial advisory firm headquartered in Phoenix, AZ. They manage $305,167,624 in 389 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    305
    MILLION
  • Total Number of Accounts
    389
    ACCOUNTS
  • Average Account Value
    $784,493
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
  • Educational seminars/workshops
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 21 top financial advisors.
1
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.

2
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 35 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.

3
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.

4
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 26 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.

5
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 26 years of experience in the finance industry.

6
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.

7
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 32 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.

8
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.

9
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.

10
Peter J. Henry
CRD#: 4845126
3336 N. 32nd Street, Suite 100, Phoenix, AZ 85018
93
Wealthminder
score

Peter Henry (CRD# 4845126) is an Investment Advisor Representative working at Keatsconnelly in Phoenix, AZ and has over 13 years of experience in the finance industry.

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