Keller Wealth Advisors

Keller Wealth Advisors (CRD# 111610) is a financial advisory firm headquartered in Victoria, TX. They manage $703,894,012 in 1,246 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details

101 South Main St. Suite 300, Victoria, TX 77901

https://kellerwealthadvisors.com

By the Numbers

Total Assets Under Management

704

MILLION
Total Number of Accounts

1,246

ACCOUNTS
Average Account Value

$564,923

Compensation Options

A percentage of assets under your management
Fixed fees (other than subscription fees)

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
Pension consulting services
Publication of periodicals or newsletters
Educational seminars/workshops

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

CO, FL, TX

Financial Advisors at Keller Wealth Advisors

Showing 1 - 8 of 8 top financial advisors.

1

David B. Faskas

CRD#: 6126274

101 South Main St. Suite 300, Victoria, TX 77901

David Faskas (CRD# 6126274) is an Investment Advisor Representative working at Keller Wealth Advisors in Victoria, TX and has over 11 years of experience in the finance industry.

2

Hannah K. Gohmert

CRD#: 6414757

101 South Main St. Suite 300, Victoria, TX 77901

Hannah Gohmert (CRD# 6414757) is an Investment Advisor Representative working at Keller Wealth Advisors in Victoria, TX and has over 9 years of experience in the finance industry.

3

Thomas L. Keller

CRD#: 3190293

101 South Main St. Suite 300, Victoria, TX 77901

Thomas Keller (CRD# 3190293) is an Investment Advisor Representative working at Keller Wealth Advisors in Victoria, TX and has over 25 years of experience in the finance industry.

4

CRD#: 6649859

101 South Main St. Suite 300, Victoria, TX 77901

Beth Koonce (CRD# 6649859) is an Investment Advisor Representative working at Keller Wealth Advisors in Victoria, TX and has over 7 years of experience in the finance industry.

5

CRD#: 6003068

101 South Main St. Suite 300, Victoria, TX 77901

Kyle Noack (CRD# 6003068) is an Investment Advisor Representative working at Keller Wealth Advisors in Victoria, TX and has over 11 years of experience in the finance industry.

6

CRD#: 6695608

101 South Main St. Suite 300, Victoria, TX 77901

Sara Potts (CRD# 6695608) is an Investment Advisor Representative working at Keller Wealth Advisors in Victoria, TX and has over 6 years of experience in the finance industry.

7

Christopher W. Laughhunn

CRD#: 7322568

101 South Main St. Suite 300, Victoria, TX 77901

Christopher Laughhunn (CRD# 7322568) is an Investment Advisor Representative working at Keller Wealth Advisors in Victoria, TX and has 1 year of experience in the finance industry.

8

CRD#: 7116404

101 South Main St. Suite 300, Victoria, TX 77901

Sarah Nix (CRD# 7116404) is an Investment Advisor Representative working at Keller Wealth Advisors in Victoria, TX 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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