Steven Thomas Keller

Wealth Asset Managers

43 Years of Experience

1 DisclosureBroker

View SEC Summary

Areas of Practice

Investment Management

Wealth Asset Managers

Compensation

Fee-Only (AUM)

Firm Size

9 advisors

Number of Clients

2,058 clients

Average Client Portfolio

$118K average

Assets Under Management

$242.5M

Fee Structure

Minimum Investment:$5K

Financial Planning:Investment management only

Location

Fort White, FL

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History

Regulatory History (1)

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Criminal

March 1971

Final Disposition

View Full SEC Report How to Read Disclosures

Employment History

Current Registrations

Wealth Asset Managers

June 2003 - Present · 22 yrs 8 mos

Nelson Securities,inc.

December 1993 - Present · 32 yrs 2 mos

Nelson Securities,inc.Broker

December 1993 - Present · 32 yrs 2 mos

Previous Registrations

Aragon Financial Services, INC.Broker

September 1992 - December 1993 · 1 yr 3 mos

The Great-West Life Assurance CompanyBroker

June 1990 - October 1991 · 1 yr 4 mos

Benefitscorp Equities, INC.Broker

February 1990 - October 1991 · 1 yr 8 mos

Ur Financial, INC.Broker

October 1989 - March 1990 · 5 mos

Security First Financial, INC.Broker

March 1982 - June 1995 · 13 yrs 3 mos

State Registrations43 states

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AdvisorBrokerBoth

Exams

No exam information available for this advisor.