Thomas
Keeling

Delos Wealth Advisors

CRD#6842342
Investment Advisor
in Dallas, TX

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About this Advisor

Thomas Keeling is a financial advisor based in Dallas, Texas, working with Delos Wealth Advisors. Thomas has previously held positions at Robert W. Baird & Co. Inc, Appalachian Mineral Partners, Stryker Orthopaedics, and Delos Wealth Advisors, LLC. Thomas has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Thomas is part of Delos Wealth Advisors, which operates out of Dallas, Texas. The firm has 4 employees and manages assets totaling $130.0 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Delos Wealth Advisors includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Subscription Fees, Fixed Fees

Office Location

5950 Sherry Ln Suite 225
Dallas, TX 75225

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Delos Wealth Advisors Brokerage Details

Total Assets Under Management

$130,024,766

TX Average: $3,042,739,679
Total Number of Employees

4

TX Average: 49
Total Number of Accounts

355

TX Average: 2,315
Average Account Size

$366,267

TX Average: $1,314,358

Investment Advisory Services

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

Thomas Keeling Work History

2019 - Present (6 years)

Delos Wealth Advisors, LLC

2017 - 2019 (2 years)

Robert W. Baird & Co. Inc

2016 - 2017 (1 year)

Stryker Orthopaedics

2014 - 2016 (2 years)

Appalachian Mineral Parnters

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Disclosures

Please visit the SEC profile of Thomas Keeling 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 Delos Wealth Advisors

Thomas Keeling
Dallas, TX
Etai Groff
Dallas, TX
Andrew Smith
Dallas, TX
Cody Lummus
Dallas, TX

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