Thomas
Keller
Kestra Advisory Services, LLC
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About this Advisor
Thomas Keller is a certified financial planner working in Cincinnati, Ohio with a total of 7 years of industry experience. Keller is on the advisory team at Kestra Advisory Services, LLC. Throughout their career, Keller has worked at Nfp Securities, Kestra Investment Services, LLC and Kestra Advisory Services, LLC. Keller has a Series 63 license, certifying them as a securities representative, and can work in Ohio. Kestra Advisory Services, LLC is a financial advisory business that has its headquarters in Austin, TX. The investment advisory business has offices in 544 locations and a total of 1,311 people on staff. It controls $42 billion in assets across its 140,407 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides financial advice to 132 charitable organizations. Of its 140,407 accounts, 17% belong to high-net-worth clients who have more than $1 million in assets available to invest. The company offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fees typically vary depending on the type of services offered. However, fee types billed by Kestra Advisory Services, LLC can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kestra Advisory Services, LLC Brokerage Details
$41,795,124,579
1,311
140,407
$297,671
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Thomas Keller Work History
Thomas has been registered as a financial advisor for 7 years.*
Kestra Advisory Services, LLC
Kestra Investment Services, LLC
Nfp Securities
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Thomas Keller to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Kestra Advisory Services, LLC
Pittsburgh, PA
Austin, TX
Saint Augustine, FL
Austin, TX
Paramus, NJ
Lutherville Timonium, MD
Charlotte, NC
Grand Rapids, MI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
