David Keller
David Keller is a ChFC-designated registered investment advisor at Park Avenue Securities LLC, based in Greenwood Village, CO, with 54 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Retirement Planning. Their firm serves 71,074 clients with $15B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Park Avenue Securities (PAS) offers investment management through various programs. Some programs charge an all-inclusive bundled fee based on the value of your investments. This fee covers investment advice, trading, and other administrative costs. Fees vary depending on the specific program you choose. PAS also offers a digital advisory program called VestWise with a lower fee structure. PAS representatives are compensated for servicing your accounts, and this compensation may be more than if you paid separately for investment advice and brokerage services.
Location
6455 South Yosemite Street, Suite 425, Greenwood Village, CO, 80111
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
David occasionally brokers insurance cases through other insurance companies when Guardian cannot fulfill a specific need, dedicating minimal time to this activity. He is also the owner and real estate broker of Steel-Velvet Investments Inc., using his license to enhance credibility and teach CE courses, spending minimal time on this. David also serves on the Board of Directors for Colorado Uplift, spending minimal time.
Employment History
Current Registrations
Park Avenue Securities LLC
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Previous Registrations
D.H. Hill Securities LLPBroker
Guardian Investor Services CorporationBroker
Allabashi & Company, LTD.Broker
Guardian Investor Services CorporationBroker
Pml Securities CompanyBroker
Consolidated Investment Services, INC.Broker
Provident National Equities, INC.Broker
Provident National Equities, INC.Broker
Pla Securities CorporationBroker
Pml Securities CompanyBroker
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.