Unclaimed
Keith John Vandell is a registered investment advisor representative with Cetera Investment Advisers LLC in Woodbury, Minnesota. Keith has been in the industry since July 1998 and holds Series 63, 7 and SIE licenses. He has worked for several firms over the years including Securian Financial Services, Inc. and CRI Securities, LLC. Keith provides a range of advisory services to individual and business clients, including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management. He also serves clients in a variety of states including Minnesota, Texas, and Alabama.
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.
1
2
MN
08/10/2023 - Present
Cetera Investment Advisers LLC (WOODBURY MN)
MN
07/28/1998 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (Woodbury MN)
MN
07/28/1998 - 10/19/2021
CRI SECURITIES, LLC (Woodbury MN)
BC
Issued 6/1/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/27/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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