Unclaimed Profile

Bryan Paul Keller

DAKOTA WEALTH, LLC·PALM BEACH GARDENS, Florida

Series 7, Series 66Clean record16 years registeredDAKOTA WEALTH, LLC

11376 N. JOG ROAD, PALM BEACH GARDENS, FL 33418-1752CRD# 5733084Firm CRD# 297987

Profile Verification

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

Identity

Bryan Paul Keller · PALM BEACH GARDENS, FL

Registration

CRD #5733084 · DAKOTA WEALTH, LLC · 16 years registered

Brand Profile

Not yet started

Career History

DAKOTA WEALTH, LLC

Oct 2018 – present

DAKOTA WEALTH, LLC

Jun 2018 – Mar 2019

PALM BEACH GARDENS, FL

BOSTON PRIVATE WEALTH

Jan 2015 – Oct 2017

PALM BEACH GARDENS, FL

BANYAN PARTNERS, LLC

Feb 2012 – Nov 2014

PALM BEACH GARDENS, FL

BANYAN PARTNERS, LLC

Feb 2011 – Jan 2012

PALM BEACH GARDENS, FL

LPL FINANCIAL LLC

Mar 2010 – Feb 2011

BOSTON, MA

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · March 25, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

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

Firm Overview

Firm

DAKOTA WEALTH, LLC

CRD 297987 · SEC 801-114097

AUM

$6.1B

Regulatory assets under management

Employees

9,080 client accounts

Services offered by DAKOTA WEALTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at DAKOTA WEALTH, LLC →

Introduction

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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.

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