Unclaimed Profile

Ursula Stephanie Auger

KEATING INVESTMENT COUNSELORS INC·DELRAY BEACH, Florida

Series 7, Series 63Clean record9 years registeredKEATING INVESTMENT COUNSELORS INC

101 SE 6TH AVE, DELRAY BEACH, FL 33483CRD# 4006888Firm CRD# 110134

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Ursula Stephanie Auger · DELRAY BEACH, FL

Registration

CRD #4006888 · KEATING INVESTMENT COUNSELORS INC · 9 years registered

Brand Profile

Not yet started

Career History

TOBIAS FINANCIAL ADVISORS

Jan 2026 – present

PLANWYZ INC.

Aug 2019 – Mar 2022

Boca Raton, FL

KEATING INVESTMENT COUNSELORS INC

Apr 2018 – Nov 2025

DELRAY BEACH, FL

CASTLE WEALTH MANAGEMENT

Sep 2016 – Apr 2018

WEST PALM BEACH, FL

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · September 26, 2016

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KEATING INVESTMENT COUNSELORS INC

CRD 110134 · SEC 801-19820

AUM

$357M

Regulatory assets under management

Employees

357 client accounts

Services offered by KEATING INVESTMENT COUNSELORS INC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

View all advisors at KEATING INVESTMENT COUNSELORS INC →

Introduction

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Frequently Asked Questions

What services does Ursula Stephanie Auger offer?

Ursula Stephanie Auger specializes in Investment Management. Contact their office in DELRAY BEACH, Florida for a consultation.

What are Ursula Stephanie Auger's credentials?

Ursula Stephanie Auger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ursula Stephanie Auger located?

Ursula Stephanie Auger is based in DELRAY BEACH, Florida, working with KEATING INVESTMENT COUNSELORS INC. Their office serves clients in the DELRAY BEACH metropolitan area and surrounding communities.

How does Ursula Stephanie Auger charge for services?

Ursula Stephanie Auger's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KEATING INVESTMENT COUNSELORS INC?

KEATING INVESTMENT COUNSELORS INC has approximately 4 employees and manages $357M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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