Unclaimed Profile

Charles David Keller

MASTER'S WEALTH MANAGEMENT INC.·LANCASTER, Pennsylvania

SIE, Series 6, Series 7, Series 63, Series 65Clean record24 years registeredMASTER'S WEALTH MANAGEMENT INC.

480 NEW HOLLAND AVENUE, LANCASTER, PA 17602CRD# 2103780Firm CRD# 328693

Profile Verification

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

Identity

Charles David Keller · LANCASTER, PA

Registration

CRD #2103780 · MASTER'S WEALTH MANAGEMENT INC. · 24 years registered

Brand Profile

Not yet started

Career History

MASTER'S WEALTH MANAGEMENT INC.

Mar 2024 – present

SECURITIES AMERICA ADVISORS, INC.

Oct 2012 – Apr 2024

LANCASTER, PA

MASTER'S ADVISORS, INC.

Jan 2002 – Dec 2012

LANCASTER, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · January 18, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MASTER'S WEALTH MANAGEMENT INC.

CRD 328693 · SEC 801-129711

AUM

$380M

Regulatory assets under management

Employees

1,175 client accounts

Services offered by MASTER'S WEALTH MANAGEMENT INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MASTER'S WEALTH MANAGEMENT INC. →

Introduction

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Frequently Asked Questions

What services does Charles David Keller offer?

Charles David Keller specializes in Financial Planning, Investment Management. Contact their office in LANCASTER, Pennsylvania for a consultation.

What are Charles David Keller's credentials?

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

Where is Charles David Keller located?

Charles David Keller is based in LANCASTER, Pennsylvania, working with MASTER'S WEALTH MANAGEMENT INC.. Their office serves clients in the LANCASTER metropolitan area and surrounding communities.

How does Charles David Keller charge for services?

Charles 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 MASTER'S WEALTH MANAGEMENT INC.?

MASTER'S WEALTH MANAGEMENT INC. has approximately 10 employees and manages $380M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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