Douglas Keller
Douglas Keller is a registered investment advisor at First Command Advisory Services, based in Bellerose Village, NY, with 10 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 113,591 clients with $24B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
First Command offers investment management through its Asset Management Solutions (AMS) program. If you participate in the AMS program, First Command will manage and periodically rebalance your account assets consistent with the asset allocation for your chosen model portfolio. First Command and your Advisor will each share a portion of the wrap fee charged to you for your participation in the AMS program. First Command does not monitor AMS accounts on an individual basis.
Location
Bellerose Village, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Douglas is the president of Harvest Capital Services Corp, an S-Corp facilitating payroll functions, dedicating minimal time. He is also the co-founder of Unlock New Worlds, a VR startup, where he assists with operational development and financial control, also dedicating minimal time.
Employment History
Current Registrations
First Command Advisory Services
First Command Brokerage Services, INC.Broker
Previous Registrations
Madison Proprietary Trading Group, LLCBroker
RBC Professional Trader Group LLCBroker
State Registrations28 states
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