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Scott Michael Keller

TRUEPOINT, INC.·CINCINNATI, Ohio
Clean record9 years registeredTRUEPOINT, INC.
9999 CARVER ROAD, CINCINNATI, OH 45242CRD# 4690886Firm CRD# 105664

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Scott Michael Keller · CINCINNATI, OH
Registration
CRD #4690886 · TRUEPOINT, INC. · 9 years registered
Brand Profile
Not yet started
01

Career History

TRUEPOINT, INC.
Sep 2016 – present
02

Registrations & Exams

Registration record
First registered · September 21, 2016
Years registered · 9
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
TRUEPOINT, INC.
CRD 105664 · SEC 801-25433
AUM
$4.9B
Regulatory assets under management
Employees
93
10,678 client accounts
Services offered by TRUEPOINT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at TRUEPOINT, INC. →
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05

Frequently Asked Questions

What services does Scott Michael Keller offer?
Scott Michael Keller specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CINCINNATI, Ohio for a consultation.
What are Scott Michael Keller's credentials?
Scott Michael Keller is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Scott Michael Keller located?
Scott Michael Keller is based in CINCINNATI, Ohio, working with TRUEPOINT, INC.. Their office serves clients in the CINCINNATI metropolitan area and surrounding communities.
How does Scott Michael Keller charge for services?
Scott Michael 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 TRUEPOINT, INC.?
TRUEPOINT, INC. has approximately 93 employees and manages $4.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TRUEPOINT, INC.

Janel Elizabeth Carroll
CINCINNATI, OH
Steven Thomas Condon
CINCINNATI, OH
John Stewart Evans
CINCINNATI, OH
Michael Jay Chasnoff
CINCINNATI, OH

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