Unclaimed Profile

Thomas Lane Keller

KMH WEALTH MANAGEMENT, LLC·VICTORIA, Texas

Series 7, Series 63Clean record20 years registeredKMH WEALTH MANAGEMENT, LLC

101 SOUTH MAIN ST. SUITE 300, VICTORIA, TX 77901-8142CRD# 3190293Firm CRD# 111610

Profile Verification

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

Identity

Thomas Lane Keller · VICTORIA, TX

Registration

CRD #3190293 · KMH WEALTH MANAGEMENT, LLC · 20 years registered

Brand Profile

Not yet started

Career History

KELLER WEALTH ADVISORS

Mar 2006 – present

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · March 23, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KMH WEALTH MANAGEMENT, LLC

CRD 111610 · SEC 801-55234

AUM

$704M

Regulatory assets under management

Employees

1,246 client accounts

Services offered by KMH WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at KMH WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Thomas Lane Keller offer?

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

What are Thomas Lane Keller's credentials?

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

Where is Thomas Lane Keller located?

Thomas Lane 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 Thomas Lane Keller charge for services?

Thomas Lane 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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