Brian Michael Keller
Investment adviser representative at Swmg, LLC
18 yearsExperience
2 statesRegistered in
CFADesignation
$430.4MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
18 years in the industry.
- Swmg, LLCMar 2026 to now
- Victor Strategies, LLCFeb 2021 to Feb 2026
- Edward JonesNov 2008 to Feb 2021
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Swmg, LLC
$430.4MAssets managed
429Clients
7Advisers
7 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
- 5619480
- Firm CRD
- 166688