Christopher Karch Keller
Investment adviser representative at Assetmark, Inc.
11 yearsExperience
1 stateRegistered in
$91.8BFirm assets
27 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Assetmark, Inc.Oct 2025 to now
- Assetmark Brokerage, LLCOct 2025 to now
- Assetmark Financial Holdings, IncOct 2025 to now
- UnemployedSep 2024 to Oct 2025
- Fnex Capital LLCJun 2024 to Sep 2024
- Fm Investments, LLCOct 2023 to Jun 2024
- Ziegler Capital ManagementDec 2020 to Oct 2023
- University of Notre DameAug 2020 to Nov 2020
- Gci RemodelingDec 2019 to Jul 2020
- University of Notre DameAug 2017 to Nov 2019
- Scottsdale Batting CagesFeb 2015 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Assetmark, Inc.
$91.8BAssets managed
456,452Clients
217Advisers
27 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
- 7801634
- Firm CRD
- 109018