Gisle Garmann Sorli
Investment adviser representative at Keel Point, LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.1BFirm assets
Are you Gisle Garmann Sorli? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Keel Point, LLCSep 2017 to now
- Stewards's Progress , LLCJun 2012 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 1 state (VA).
Keel Point, LLC
$4.1BAssets managed
1,613Clients
49Advisers
23 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
- 5245039
- Firm CRD
- 127902