Wendy Keeler is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Dublin, OH, with 28 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
5747 Perimeter, Suite 240, Dublin, OH, 43017
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Wendy co-owns WKKD, LLC with her spouse, a rental property business, and spends minimal time on it. She also serves as co-treasurer for the Dublin Jerome High School PTO, dedicating minimal time to attending meetings and balancing the budget.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
UBS Financial Services INC.
UBS Financial Services INC.Broker
Tucker Anthony IncorporatedBroker
Salomon Smith Barney INC.Broker
State Registrations36 states
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