KEUDELL MORRISON WEALTH MANAGEMENT, LLC

SALEM, Oregon·5 registered advisors·CRD# 292600
SEC# 801-1127700(971) 209-4500
01

Firm Overview

AUM
$724M
Regulatory assets under management
Employees
11
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at KEUDELL MORRISON WEALTH MANAGEMENT, LLC

5 registered advisors
Amanda Marie Shine
SALEM, Oregon
Joel K Blount
SALEM, Oregon
Larry Kevin Keudell
SALEM, Oregon
Michael Andrew Morrison
SALEM, Oregon
Stephanie Anne Smith
SALEM, Oregon
05

Office Locations

SALEM, Oregon
5 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. KEUDELL MORRISON WEALTH MANAGEMENT, LLC (CRD# 292600) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.