MK
CFA
MK
CFA

Mark Alan Keller

18 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
9 advisors
Number of Clients
16,135 clients
Average Client Portfolio
$449K average
Assets Under Management
$7.3B

Fee Structure

Financial Planning:Investment management only
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Location

20 Allen Avenue, Ste 300, Saint Louis, MO, 63119

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Mark is a member of the board of directors of Benjamin Edwards, Inc., the holding company of Benjamin F. Edwards & Company.

Employment History
Current Registrations
Confluence Investment Management LLC
May 2008 - Present · 17 yrs 9 mos
Previous Registrations
Gallatin Asset Management, INC.
February 2007 - May 2008 · 1 yr 3 mos
State Registrations1 state
MO
Advisor
Exams
No exam information available for this advisor.