Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Keel is a financial advisor with Wealth Enhancement Advisory Services, LLC. David has been in the industry since 1987. David has experience with providing investment advisory services, financial planning, and pension consulting. David has also been involved in educational seminars. David is registered with the state of Florida. David has been associated with the firm since 04/2022. Prior to working at Wealth Enhancement Advisory Services, LLC, David worked at Breiter Capital Management, Inc., Managed Account Services, LLC, and Independent Portfolio Consultants, Inc.
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.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
MN
04/05/2022 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
PA
11/30/2012 - 12/13/2017
MANAGED ACCOUNT SERVICES, LLC (MALVERN PA)
FL
01/24/2006 - 12/31/2010
THE LEADERS GROUP, INC. (JACKSONVILLE FL)
PA
08/26/1999 - 01/31/2006
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
NY
05/26/1995 - 11/12/1998
NYLIFE SECURITIES INC. (NEW YORK NY)
NA
01/25/1996 - 12/12/1996
EAGLE STRATEGIES CORP
PA
03/02/1989 - 05/10/1995
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
NA
06/12/1987 - 02/28/1989
GARCO EQUITY SALES, INC.
IA
Issued 12/03/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/23/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/2017
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1996
Series 7 - General Securities Representative Examination
BC
Issued 05/12/1989
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/11/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure David Keel is the right advisor for you? Invested Better is here to help.
