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Brett David Keller

Valley Forge Investment Consultants, Inc.

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About Brett David Keller

Brett Keller is a registered investment advisor representative with Valley Forge Investment Consultants, Inc. Brett has been in the financial services industry since May 1994 and has been with Valley Forge Investment Consultants, Inc. since July 2002. Brett is also a registered representative of M Holdings Securities, Inc. and works with individuals, high-net-worth individuals, businesses, pension and profit-sharing plans, and charitable organizations. Brett provides financial planning, portfolio management, and selection of other advisors services.

Firm Information

Brett Keller is currently registered with Valley Forge Investment Consultants, Inc.. Valley Forge Investment Consultants, Inc. is an investment advisory firm based in Audubon, PA. They offer a variety of services, including financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals. The firm manages approximately $2.54 billion in assets for a range of clients, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. They are registered with the SEC under the number 801-107519.
Valley Forge Investment Consultants, Inc.

2500 MONROE BLVD.

AUDUBON, PA 19403

$2.54B

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brett Keller’s Registration & Firm History

PA

05/23/1994 - Present

Valley Forge Investment Consultants, Inc. (AUDUBON PA)

PA

07/30/2002 - 06/28/2013

VFIC SECURITIES, INC. (KING OF PRUSSIA PA)

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Licenses & Designations

BOTH

Issued 09/16/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/29/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brett David Keller.
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