Michael Keller is a registered investment advisor at LPL Financial LLC, based in Sparta, NJ, with 19 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
350 Sparta Ave., Bld A, Ste A2, Sparta, NJ, 07871
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael operates under two DBAs for his LPL business: Elite Retirement Consultants LLC and Keller Wealth Management Group. He dedicates all of his time to these investment-related activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Coastal Investment Advisors
Coastal Equities, INC.Broker
International Assets Advisory, LLCBroker
International Assets Investment Management, LLC
International Assets Investment Management, LLC
International Assets Advisory, LLCBroker
Cetera Advisors LLC
Cetera Advisors LLCBroker
Cetera Advisors LLC
Cetera Advisors LLCBroker
Gilford Securities IncorporatedBroker
Gilford Financial CORP.
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
UBS Financial Services INC.Broker
State Registrations1 state
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.