AdvisorOS Directory
Claim Profile
BK

Bryan Paul Keller

DAKOTA WEALTH, LLC·PALM BEACH GARDENS, Florida
Unclaimed Profile
11376 N. JOG ROAD, PALM BEACH GARDENS, FL 33418-1752CRD# 5733084Firm CRD# 297987
01

About

Bryan Paul Keller is a registered financial advisor based in PALM BEACH GARDENS, Florida, affiliated with DAKOTA WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
DAKOTA WEALTH, LLC
DAKOTA WEALTH, LLC
AUM
$6.1B
Regulatory assets under management
Employees
84
Total firm employees
View all advisors at DAKOTA WEALTH, LLC →
Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5733084
Firm CRD# 297987
4 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in PALM BEACH GARDENS?

Browse all registered financial advisors in PALM BEACH GARDENS, Florida or claim this profile if it's yours.

Browse PALM BEACH GARDENS AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Bryan Paul Keller offer?
Bryan Paul Keller specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in PALM BEACH GARDENS, Florida for a consultation.
What are Bryan Paul Keller's credentials?
Bryan Paul Keller is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bryan Paul Keller located?
Bryan Paul Keller is based in PALM BEACH GARDENS, Florida, working with DAKOTA WEALTH, LLC. Their office serves clients in the PALM BEACH GARDENS metropolitan area and surrounding communities.
How does Bryan Paul Keller charge for services?
Bryan Paul Keller's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DAKOTA WEALTH, LLC?
DAKOTA WEALTH, LLC has approximately 84 employees and manages $6.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in PALM BEACH GARDENS
Peter David Cummings — COMMUNITY REINVESTMENT ADVISORS, INC.Edward Eskandarian — BANYAN PARTNERS, LLCChang Young Kim — VOLATILITY SHARES LLCTodd Edmund Wiench — IMPERIAL CAPITAL ASSET MANAGEMENT LLCDavid Sean Rich — GLADSTONE INSTITUTIONAL ADVISORY LLC
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile