Nathan Keller
Nathan Keller is a registered investment advisor at LPL Financial LLC, based in Wisconsin Dells, WI, with 24 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
716 Superior St, Wisconsin Dells, WI, 53965
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2014Criminal
September 1997Other Business Activities
Nathan is a registered representative at Bank of Wisconsin Dells since 2006, earning a salary and commission. He also operates a DBA for his LPL business at the same location, dedicating nearly full-time hours to it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Associated Investment Services, INC.Broker
Primevest Financial Services, INC.Broker
U.S. Bancorp Investments, INC.Broker
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations5 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.