Erin
Keller
Fidelity Personal And Workplace Advisors
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About this Advisor
Erin Keller is a financial advisor who works in Mequon, Wisconsin with a total of 3 years of relevant experience. Keller works at Fidelity Personal And Workplace Advisors. Over the course of their career, Keller has held roles at Fidelity Investments, Aon Consulting, Inc, Target Corporation, Full Time Education and Student. Keller holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can serve investors in Texas and Wisconsin. Fidelity Personal And Workplace Advisors is an advisory firm that has its headquarters in Boston, MA. The company has offices in 3,093 locations and a total of 13,507 people on staff. It manages $653 billion in assets among its 1,712,247 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm advises 11 charities and foundations. Of its 1,712,247 accounts, 31% belong to high-net-worth clients who have at least $1 million in investable assets. The advisory firm provides a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees for financial management largely are based on the type of financial services provided. However, fee types billed by Fidelity Personal And Workplace Advisors most likely consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fidelity Personal And Workplace Advisors Brokerage Details
$652,548,367,853
13,507
1,712,247
$381,106
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Erin Keller Work History
Erin has been registered as a financial advisor for 3 years.*
Fidelity Investments
Target Corporation
Aon Consulting, Inc
Full Time Education
Student
*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 Erin 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 Fidelity Personal And Workplace Advisors
Greenbrae, CA
Palo Alto, CA
Rancho Cucamonga, CA
Westwood, MA
Boston, MA
Boston, MA
Fairfield, CT
Fort Lauderdale, FL
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