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Keri Vetere

Premier Private Wealth, LLC

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About Keri Vetere

Keri Vetere is an Investment Advisor Representative with Premier Private Wealth, LLC. Keri is registered with the state of Tennessee as an Investment Advisor Representative. Keri has 6 years of experience in the financial services industry and has worked at Premier Private Wealth, Beacon Capital Management, Edelman Financial Engines, C&A Financial Group, Mack Staffing, and was unemployed. Keri specializes in Financial Planning, Retirement Planning, Estate Planning, and Insurance Planning. Premier Private Wealth, LLC has 3 employees and manages over $237,234,439 in assets for 460 clients. The firm provides financial planning, pension consulting, selection of other advisors, and portfolio management services.

Firm Information

Keri Vetere is currently registered with Premier Private Wealth, LLC. Premier Private Wealth, LLC is a registered investment advisor headquartered in Franklin, TN. The firm manages approximately $237,234,439 in assets for 460 clients, including individuals, corporations, and charitable organizations. The firm provides financial planning, pension consulting, and wealth planning services.
Premier Private Wealth, LLC

725 COOL SPRINGS BLVD.

FRANKLIN, TN 37067

$237.23M

Assets Under Management

Not reported

Total Clients

3

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 individuals

Personalized portfolio management to meet individual financial objectives.

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family office and wealth planning services

Family office and wealth planning services

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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Keri Vetere’s Registration & Firm History

TN

02/22/2023 - Present

Premier Private Wealth, LLC (FRANKLIN TN)

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Licenses & Designations

IA

Issued 02/03/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Keri Vetere.
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