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Christopher Keller

1 Year of Experience
Concord, CA
Broker

Christopher Keller is a registered investment advisor at Assetmark, INC., based in Concord, CA, with 1 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 410,747 clients with $77B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
197 advisors
IM Fee
Planning only
Assets Under Management
$77.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1655 Grant Street, 10th Floor, Concord, CA, 94520-2445

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Assetmark, INC.
October 2025 - Present · 11 mos
Assetmark Brokerage, LLCBroker
October 2025 - Present · 11 mos
Previous Registrations
Fnex Capital, LLCBroker
June 2024 - September 2024 · 3 mos
F/m Distributors, LLCBroker
October 2023 - June 2024 · 8 mos
State Registrations1 state
AZ
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Christopher Keller - Financial Advisor | TrueAdvisor