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).

Current Firm Details
235 Front St. Se, Suite 300, Salem, OR 97301
https://www.kmwm.com
By the Numbers
  • Total Assets Under Management
    724
    MILLION
  • Total Number of Accounts
    1,862
    ACCOUNTS
  • Average Account Value
    $388,809
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AZ, CA, ID, LA, OR, TX, WA

Financial Advisors at Keudell Morrison Wealth Management, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Joel Blount, financial advisor Salem OR
Joel K. Blount
CRD#: 4480023
235 Front St. Se, Suite 300, Salem, OR 97301

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.

2
Larry Keudell, financial advisor Salem OR
Larry K. Keudell
CRD#: 1268240
235 Front St. Se, Suite 300, Salem, OR 97301

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.

3
Michael Morrison, financial advisor Salem OR
Michael A. Morrison
CRD#: 2827037
235 Front St. Se, Suite 300, Salem, OR 97301

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.

4
Amanda Shine, financial advisor Salem OR
Amanda M. Shine
CRD#: 5978342
235 Front St. Se, Suite 300, Salem, OR 97301

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.

5
Stephanie Smith, financial advisor Salem OR
Stephanie A. Smith
CRD#: 2773880
235 Front St. Se, Suite 300, Salem, OR 97301

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.

6
Joseph Morelli, financial advisor Salem OR
Joseph M. Morelli
CRD#: 7506257
235 Front St. Se, Suite 300, Salem, OR 97301

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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