Dwayne David Keller
Investment adviser representative at Keller Financial Group
28 yearsExperience
1 stateRegistered in
$135.3MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
28 years in the industry.
- Keller Financial Group, Inc.Sep 1998 to now
- LPL Financial LLCFeb 2018 to Dec 2023
- Invest Financial CorporationSep 2007 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (PA).
Keller Financial Group
Legal name: Keller Financial Group, Inc.
$135.3MAssets managed
89Clients
2Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3119453
- Firm CRD
- 328195