Keudell Morrison Wealth Management, LLC
Keudell Morrison Wealth Management, LLC (CRD# 292600) is a financial advisory firm headquartered in Salem, OR. They manage $723,962,664 in 1,862 accounts and serve the financial needs of clients across 8 states (or territories).
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Total Assets Under Management724MILLION
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Total Number of Accounts1,862ACCOUNTS
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Average Account Value$388,809
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AZ, CA, ID, LA, OR, TX, WA
Joel Blount (CRD# 4480023) is an Investment Advisor Representative working at Keudell Morrison Wealth Management, LLC in Salem, OR and has over 22 years of experience in the finance industry.
Larry Keudell (CRD# 1268240) is an Investment Advisor Representative working at Keudell Morrison Wealth Management, LLC in Salem, OR and has over 39 years of experience in the finance industry.
Michael Morrison (CRD# 2827037) is an Investment Advisor Representative working at Keudell Morrison Wealth Management, LLC in Salem, OR and has over 27 years of experience in the finance industry.
Amanda Shine (CRD# 5978342) is an Investment Advisor Representative working at Keudell Morrison Wealth Management, LLC in Salem, OR and has over 10 years of experience in the finance industry.
Stephanie Smith (CRD# 2773880) is an Investment Advisor Representative working at Keudell Morrison Wealth Management, LLC in Salem, OR and has over 9 years of experience in the finance industry.
Joseph Morelli (CRD# 7506257) is an Investment Advisor Representative working at Keudell Morrison Wealth Management, LLC in Salem, OR and has 1 year of experience in the finance industry.