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Alan Emerson Keltner

25 Years of Experience
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
265 advisors
Number of Clients
8,371 clients
Average Client Portfolio
$828K average
Assets Under Management
$6.9B

Fee Structure

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Location

217 North Franklin, Manchester, IA, 52057

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Alan is a CPA and Treasurer at Gosling & Company, P.C. since 1986, dedicating full-time hours to this role. He also works as an Investment Advisor Representative at Gosling Financial Services, LLC, spending minimal time on this activity, and owns Keltner Enterprises, buying and selling antiques for a few hours per week.

Employment History
Current Registrations
Avantax Planning Partners, INC.
December 1999 - Present · 26 yrs 2 mos
Previous Registrations
Proequities, INC.Broker
March 2000 - December 2017 · 17 yrs 9 mos
State Registrations1 state
IA
Advisor
Exams
No exam information available for this advisor.