Keel Point, LLC

Keel Point, LLC (CRD# 127902) is a financial advisory firm headquartered in Huntsville, AL. They manage $1,427,954,786 in 1,882 accounts and serve the financial needs of clients across 27 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,428
    MILLION
  • Total Number of Accounts
    1,882
    ACCOUNTS
  • Average Account Value
    $758,743
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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.

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, KS, MA, MD, MN, MO, MS, NC, NE, NH, PA, SC, SD, TN, TX, VA, WA

Financial Advisors at Keel Point, LLC
Showing 1 - 10 of 34 top financial advisors.
1
Miriam S. Boysen
CRD#: 1238822
8065 Leesburg Pike, Suite 300, Vienna, VA 22182
96
Wealthminder
score

Miriam Boysen (CRD# 1238822) is an Investment Advisor Representative working at Keel Point, LLC in Vienna, VA and has over 20 years of experience in the finance industry. Miriam Boysen 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
John A. Christensen
CRD#: 5524809
4000 West 114th Street Suite 190, Leawood, KS 66211
96
Wealthminder
score

John Christensen (CRD# 5524809) is an Investment Advisor Representative working at Keel Point, LLC in Leawood, KS and has over 6 years of experience in the finance industry. John Christensen 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
Kyle D. Findlay
CRD#: 4888560
100 Church Street, Suite 500, Huntsville, AL 35801
96
Wealthminder
score

Kyle Findlay (CRD# 4888560) is an Investment Advisor Representative working at Keel Point, LLC in Huntsville, AL and has over 11 years of experience in the finance industry. Kyle Findlay 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
Kay A. Hughes
CRD#: 5062518
25 East Main Street, Suite 201, Chattanooga, TN 37408
96
Wealthminder
score

Kay Hughes (CRD# 5062518) is an Investment Advisor Representative working at Keel Point, LLC in Chattanooga, TN and has over 11 years of experience in the finance industry. Kay Hughes 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
Lane M. Jerdal
CRD#: 4488042
8065 Leesburg Pike, Suite 300, Vienna, VA 22182
96
Wealthminder
score

Lane Jerdal (CRD# 4488042) is an Investment Advisor Representative working at Keel Point, LLC in Vienna, VA and has over 13 years of experience in the finance industry. Lane Jerdal 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
Jason D. Landers
CRD#: 4568522
100 Church Street, Suite 500, Huntsville, AL 35801
96
Wealthminder
score

Jason Landers (CRD# 4568522) is an Investment Advisor Representative working at Keel Point, LLC in Huntsville, AL and has over 15 years of experience in the finance industry. Jason Landers 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
Margaret B. Aaron
CRD#: 2713535
100 Church Street, Suite 500, Huntsville, AL 35801
93
Wealthminder
score

Margaret Aaron (CRD# 2713535) is an Investment Advisor Representative working at Keel Point, LLC in Huntsville, AL and has over 21 years of experience in the finance industry.

8
Alan L. Bagwell
CRD#: 4815554
100 Church Street, Suite 500, Huntsville, AL 35801
93
Wealthminder
score

Alan Bagwell (CRD# 4815554) is an Investment Advisor Representative working at Keel Point, LLC in Huntsville, AL and has over 11 years of experience in the finance industry.

9
Brian S. Copeland
CRD#: 4772516
100 Church Street, Suite 500, Huntsville, AL 35801
93
Wealthminder
score

Brian Copeland (CRD# 4772516) is an Investment Advisor Representative working at Keel Point, LLC in Huntsville, AL and has over 13 years of experience in the finance industry.

10
Clifton G. Johnson
CRD#: 2585166
8065 Leesburg Pike, Suite 300, Vienna, VA 22182
93
Wealthminder
score

Clifton Johnson (CRD# 2585166) is an Investment Advisor Representative working at Keel Point, LLC in Vienna, VA and has over 22 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.