Nathan Keller
Nathan Keller is a registered investment advisor at LPL Financial LLC, based in Wisconsin Dells, WI, with 25 years of industry experience. Nathan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
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.