Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Keller is a financial advisor with Sanctuary Advisors, LLC. Chad has been in the industry since 2003. Chad is registered as an investment advisor representative in Indiana and Texas. Prior to joining Sanctuary Advisors, LLC, Chad was employed with Stiefel, Nicolaus & Company, Incorporated and City Securities Corporation. Chad has a series 7, Series 66 and SIE licenses and holds the designation of Chartered Financial Analyst.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
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2
IN
03/08/2024 - Present
Sanctuary Advisors, LLC (INDIANAPOLIS IN)
IN
02/28/2017 - 03/15/2024
STIFEL, NICOLAUS & COMPANY, INCORPORATED (INDIANAPOLIS IN)
IN
03/30/2006 - 02/28/2017
CITY SECURITIES CORPORATION (INDIANAPOLIS IN)
MN
08/15/2003 - 10/17/2005
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
08/15/2003 - 10/17/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/02/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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