LK
CFP
LK
CFP
Larry Keudell
41 Years of Experience
Salem, OR
2 Disclosures
Larry Keudell is a CFP-designated registered investment advisor at Keudell Morrison Wealth Management, LLC, based in Salem, OR, with 41 years of industry experience. Larry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 801 clients with $810M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
801 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$813.0M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
235 Front St. Se, Suite 300, Salem, OR, 97301
Get directionsHistory
Regulatory History (2)
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Customer Dispute
August 2008Settled
Customer Dispute
March 2002Settled
Employment History
Current Registrations
Keudell Morrison Wealth Management, LLC
April 2018 - Present · 8 yrs
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
April 2012 - April 2018 · 6 yrs
Wells Fargo Advisors Financial Network, LLCBroker
April 2012 - April 2018 · 6 yrs
Morgan Stanley Smith BarneyBroker
June 2009 - May 2012 · 2 yrs 11 mos
Morgan Stanley Smith Barney LLC
June 2009 - May 2012 · 2 yrs 11 mos
Citigroup Global Markets INC.
May 2003 - June 2009 · 6 yrs 1 mo
Citigroup Global Markets INC.Broker
July 1993 - June 2009 · 15 yrs 11 mos
Lehman Brothers INC.Broker
May 1984 - July 1993 · 9 yrs 2 mos
State Registrations5 states
CALAORTXWA
Advisor
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.