Unclaimed Profile

Phyllis Ponder Keller

KMH WEALTH MANAGEMENT, LLC·VICTORIA, Texas

Clean recordKMH WEALTH MANAGEMENT, LLC

101 SOUTH MAIN ST. SUITE 300, VICTORIA, TX 77901-8142CRD# 5211049Firm CRD# 111610

Profile Verification

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

Identity

Phyllis Ponder Keller · VICTORIA, TX

Registration

CRD #5211049 · KMH WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Phyllis Ponder Keller is a registered financial advisor based in VICTORIA, Texas, affiliated with KMH WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

KMH WEALTH MANAGEMENT, LLC

KELLER WEALTH ADVISORS

AUM

$704M

Regulatory assets under management

Employees

Total firm employees

View all advisors at KMH WEALTH MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Market timing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 5211049

Firm CRD# 111610

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Phyllis Ponder Keller offer?

Phyllis Ponder Keller specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in VICTORIA, Texas for a consultation.

What are Phyllis Ponder Keller's credentials?

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

Where is Phyllis Ponder Keller located?

Phyllis Ponder Keller is based in VICTORIA, Texas, working with KMH WEALTH MANAGEMENT, LLC. Their office serves clients in the VICTORIA metropolitan area and surrounding communities.

How does Phyllis Ponder Keller charge for services?

Phyllis Ponder 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 KMH WEALTH MANAGEMENT, LLC?

KMH WEALTH MANAGEMENT, LLC has approximately 12 employees and manages $704M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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