Skip to content

Troy Alan Keel

Investment adviser representative at Cetera Investment Advisers LLC
18 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 yearsFirm in business

Are you Troy Alan Keel? Claim your profile

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
  • Seminars and workshops

Experience

18 years in the industry.

  1. Cetera Investment Advisers LLCSep 2025 to now
  2. Cetera Wealth Services, LLCSep 2025 to now
  3. Avantax Advisory ServicesMar 2011 to Sep 2025
  4. Avantax Insurance Agency LLCMar 2011 to Sep 2025
  5. Avantax Investment Services, Inc.Mar 2011 to Sep 2025
  6. Donald Ruppaner, CpaFeb 2011 to Mar 2019
  7. Greenwood Independent School DistrictNov 2008 to Nov 2022

Exams passed

  • Series 63 · Uniform Securities Agent State Law2000
  • Series 65 · Uniform Investment Adviser Law2004

State registrations

Registered as an investment adviser representative in 1 state (TX).

Cetera Investment Advisers LLC

$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
4187805
Firm CRD
105644
Advisor's SEC record (opens in a new tab)
CallContact this firm