BK
CFP · ChFC
BK
CFP · ChFC

Bryce Thomas Keffeler

8 Years of Experience
May Earn Commission
Areas of Practice
Retirement PlanningEstate PlanningInsurance PlanningTax PlanningInvestment ManagementBusiness OwnersHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
21 advisors
Number of Clients
176 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$361.9M

Fee Structure

Financial Planning:Investment management only
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Location

8888 E. Raintree Drive, Suite 110, Scottsdale, AZ, 85260

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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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Other Business Activities

Bryce is a director and shareholder of Keffeler Inc. and BAKK Investment LLC, both agriculture holding and operations companies, since 2012. These activities are not investment-related.

Employment History
Current Registrations
Dew Wealth Management
April 2018 - Present · 7 yrs 10 mos
Previous Registrations
Seros Financial, LLC
October 2017 - February 2018 · 4 mos
United Planners' Financial Services of America a Limited PartnerBroker
October 2017 - February 2018 · 4 mos
State Registrations2 states
AZTX
Advisor
Exams
No exam information available for this advisor.
Bryce Thomas Keffeler - Financial Advisor | TrueAdvisor