Colton
Keller

Master'S Wealth Management Inc

CRD#7307187
Investment Advisor
in Lancaster, PA

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About this Advisor

Colton Keller is a financial advisor based in Lancaster, Pennsylvania, working with Master'S Wealth Management Inc. Colton has previously worked at Securities America Advisors, Inc, Ebersole Hyundai, Outback Toys, and Master'S Wealth Management, Inc. Colton has passed the Series 65 regulatory exam and is registered to provide services in Pennsylvania. Currently, Colton is part of Master'S Wealth Management Inc, which is located in Lancaster, Pennsylvania. The firm has 12 employees and manages assets totaling $415.4 million. The firm serves high-net-worth clients and offers services such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Master'S Wealth Management Inc includes asset-based and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

480 New Holland Avenue Suite 7201
Lancaster, PA 17602

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Master'S Wealth Management Inc Brokerage Details

Total Assets Under Management

$415,439,107

PA Average: $15,833,994,310
Total Number of Employees

12

PA Average: 41
Total Number of Accounts

1,263

PA Average: 3,342
Average Account Size

$328,930

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Colton Keller Work History

2024 - Present (1 year)

Master'S Wealth Management, Inc

2020 - 2024 (4 years)

Securities America Advisors, Inc

2016 - 2020 (4 years)

Outback Toys

2015 - 2016 (1 year)

Ebersole Hyundai

Disclosures

Please visit the SEC profile of Colton 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 Master'S Wealth Management Inc

Colton Keller
Lancaster, PA
Austin Sauder
Lancaster, PA
Garrison North
Lancaster, PA
Jonathan Thompson
Lancaster, PA
Timothy Tyson
Lancaster, PA
Charles Keller
Lancaster, PA
Lyle Hershey
Lancaster, PA

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