Keaton Falk
Investment adviser representative at Ria Advisory Group, LLC
10 yearsExperience
1 stateRegistered in
$568.4MFirm assets
6 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Ria Advisory Group, LLCJul 2024 to now
- ResolveJan 2024 to now
- Ameritas Investment Company, LLCNov 2022 to now
- Ameritas Advisory Services, LLCAug 2022 to now
- Ameritas Insurance CompanyAug 2022 to now
- Envision Wealth NetworkJul 2022 to now
- Ameritas Wealth AdvisorsJul 2022 to Jul 2024
- Speedway PropertiesMar 2020 to Jun 2022
- Speedway MotorsSep 2016 to Mar 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 1 state (SD).
Ria Advisory Group, LLC
$568.4MAssets managed
1,996Clients
21Advisers
6 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
- 7597777
- Firm CRD
- 152566