Unclaimed Profile

Dwayne David Keller

KELLER FINANCIAL GROUP, INC.·CAMP HILL, Pennsylvania

SIE, Series 7, Series 63, Series 66Clean record26 years registeredKELLER FINANCIAL GROUP, INC.

3815 MARKET STREET, CAMP HILL, PA 17011CRD# 3119453Firm CRD# 328195

Profile Verification

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

Identity

Dwayne David Keller · CAMP HILL, PA

Registration

CRD #3119453 · KELLER FINANCIAL GROUP, INC. · 26 years registered

Brand Profile

Not yet started

Career History

KELLER FINANCIAL GROUP

Dec 2023 – present

LPL FINANCIAL LLC

Feb 2018 – Dec 2023

CAMP HILL, PA

INVEST FINANCIAL CORPORATION

Jan 2011 – Feb 2018

CAMP HILL, PA

FINANCIAL NETWORK INVESTMENT CORPORATION

Jul 2002 – Sep 2007

CARLISLE, PA

KFG WEALTH MANAGEMENT, LLC

Jun 2000 – Dec 2021

CARLISLE, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Registration record

First registered · June 14, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KELLER FINANCIAL GROUP, INC.

CRD 328195 · SEC 801-128879

AUM

$107M

Regulatory assets under management

Employees

57 client accounts

Services offered by KELLER FINANCIAL GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at KELLER FINANCIAL GROUP, INC. →

Introduction

Speak with Dwayne

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Dwayne is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in CAMP HILL?

Browse all registered financial advisors in CAMP HILL, Pennsylvania or claim this profile if it's yours.

Browse CAMP HILL Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Dwayne David Keller offer?

Dwayne David Keller specializes in Financial Planning, Investment Management. Contact their office in CAMP HILL, Pennsylvania for a consultation.

What are Dwayne David Keller's credentials?

Dwayne David Keller is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Dwayne David Keller located?

Dwayne David Keller is based in CAMP HILL, Pennsylvania, working with KELLER FINANCIAL GROUP, INC.. Their office serves clients in the CAMP HILL metropolitan area and surrounding communities.

How does Dwayne David Keller charge for services?

Dwayne David Keller's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KELLER FINANCIAL GROUP, INC.?

KELLER FINANCIAL GROUP, INC. has approximately 1 employees and manages $107M 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 →