Thomas Lane Keller
Investment adviser representative at Keller Wealth Advisors
18 yearsExperience
1 stateRegistered in
CFP® certification, PFSDesignations
$923.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
18 years in the industry.
- Keller & Associates Cpas, PllcJan 2024 to now
- Keller Wealth AdvisorsJan 2024 to now
- Keller & Associates Cpas, PllcMar 2022 to Dec 2023
- Kmh Wealth Management, LLCMar 2022 to Dec 2023
- Keller & Associates Cpas, PllcJan 2016 to Feb 2022
- Kmh Wealth Management, LLCMar 2008 to Feb 2022
Designations
- CFP® certification
- PFS
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
State registrations
Registered as an investment adviser representative in 1 state (TX).
Keller Wealth Advisors
Legal name: Kmh Wealth Management, LLC
$923.1MAssets managed
556Clients
7Advisers
28 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
- 3190293
- Firm CRD
- 111610