Drew Walter Keller
Investment adviser representative at Keller Financial Group
12 yearsExperience
1 stateRegistered in
$135.3MFirm assets
2 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 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
Experience
12 years in the industry.
- Keller Financial GroupJan 2026 to now
- Harvard Business SchoolJun 2022 to Dec 2025
- Harvard Business SchoolAug 2020 to May 2022
- Open for BusinessJun 2016 to Aug 2020
- Mckinsey & CompanySep 2014 to Jul 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (PA).
Keller Financial Group
Legal name: Keller Financial Group, Inc.
$135.3MAssets managed
89Clients
2Advisers
2 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
- 8246600
- Firm CRD
- 328195