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Paul Keller

28 Years of Experience
Omaha, NE

Paul Keller is a registered investment advisor at Elk Ridge Financial Services, based in Omaha, NE, with 28 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
Fixed/Hourly
Firm Size
2 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

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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Employment History
Current Registrations
Elk Ridge Financial Services
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
Axos Clearing LLCBroker
November 2005 - August 2022 · 16 yrs 9 mos
Amerivest Investment Management, LLC
January 2004 - October 2005 · 1 yr 9 mos
Ameritrade, INC.Broker
May 2003 - October 2005 · 2 yrs 5 mos
Wells Fargo Investments, LLC
June 2002 - May 2003 · 11 mos
Wells Fargo Investments, LLCBroker
April 2001 - May 2003 · 2 yrs 1 mo
Advanced Clearing, INC.Broker
March 2000 - January 2001 · 10 mos
AmeritradeBroker
August 1996 - January 2001 · 4 yrs 5 mos
State Registrations1 state
NE
Advisor

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.

Exams
No exam information available for this advisor.
Paul Keller - Financial Advisor | TrueAdvisor