Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryce? Claim Your ProfileBryce Keffeler is a financial advisor registered with DEW Wealth Management in Scottsdale, Arizona. Bryce has been working in the financial industry for over 5 years and is licensed to provide investment advice in Arizona and Texas. Bryce also has experience working with various types of clients, including high-net-worth individuals, individuals other than high-net-worth, and charitable organizations. Bryce holds the Series 66, Series 7, and SIE licenses. They are also a Certified Financial Planner and Chartered Financial Consultant. Bryce specializes in helping individuals with financial planning, pension consulting, portfolio management, and educational seminars. Bryce is a Director and shareholder for Keffeler Inc and BAKK Investment LLC, agriculture holding and operations companies.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Percentage retirement plan assets under advisement
1
2
AZ
04/17/2018 - Present
DEW Wealth Management (SCOTTSDALE AZ)
AZ
10/04/2017 - 02/28/2018
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (TEMPE AZ)
BOTH
Issued 10/26/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/28/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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