KV
KV

Keith Vandell

27 Years of Experience
Woodbury, MN
BrokerSells Insurance

Keith Vandell is a registered investment advisor, based in Woodbury, MN, with 27 years of industry experience.

Location

710 Commerce Dr, St 140, Woodbury, MN, 55125

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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 ActivitiesSells Insurance

Keith is an agent/broker for North Star Consultants & North Star Brokerage, selling fixed insurance products since 2011, dedicating a few hours per week. He is also a partner at Waypoint Wealth Group LLC, spending minimal time on this.

Employment History
Current Registrations
Cetera Wealth Services, LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Securian Financial Services, INC.
January 2014 - August 2023 · 9 yrs 7 mos
Cri Securities, LLC
January 2014 - October 2021 · 7 yrs 9 mos
Cri Securities, LLC
October 2007 - December 2009 · 2 yrs 2 mos
Securian Financial Services, INC.
October 2007 - December 2009 · 2 yrs 2 mos
Marathon Advisors, INC
September 1998 - December 2007 · 9 yrs 3 mos
Securian Financial Services, INC.Broker
July 1998 - August 2023 · 25 yrs 1 mo
Cri Securities, LLCBroker
July 1998 - October 2021 · 23 yrs 3 mos
State Registrations23 states
AZCACOFLGAIAILINMIMNMTNDNENMNVNYOHPRSCTXVTWAWI
AdvisorBrokerBoth

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.
Keith Vandell - Financial Advisor | TrueAdvisor