Harry Keppert is a registered investment advisor, based in Port Orchard, WA, with 28 years of industry experience.
Location
504 Dekalb, Port Orchard, WA, 98366
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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
Harry owns Advanced Financial Tax, LLC, providing accounting and tax preparation services, dedicating about half his time to this. He also owns HJK Properties, LLC, with no public business activity, and works as an insurance agent, spending a few hours per week selling insurance products.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
H.D. Vest Investment Securities, INC.Broker
State Registrations3 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.