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Maxwell P Keltner

Diversify Advisory Services, LLC

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About Maxwell P Keltner

Maxwell Keltner is an investment advisor representative at Diversify Advisory Services, LLC. Maxwell has been in the industry since 2000. Maxwell holds Series 63, 65, and 7 licenses. Maxwell is registered in California and has a specialty in Financial Planning, selection of other advisors, and portfolio management for businesses and individuals. Maxwell has previously worked with FIRST ALLIED SECURITIES, INC., METLIFE SECURITIES INC., and METROPOLITAN LIFE INSURANCE COMPANY.

Firm Information

Maxwell Keltner is currently registered with Diversify Advisory Services, LLC. Diversify Advisory Services, LLC is a registered investment advisor headquartered in Sandy, UT, with a strong focus on providing comprehensive financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, and pension plans. The firm, with over 81 licensed agents and 127 registered representatives, manages over $2.8 billion in assets and offers various advisory services, including financial planning, selection of other advisors, and portfolio management for businesses and individuals.
Diversify Advisory Services, LLC

9017 S RIVERSIDE DR.

SANDY, UT 84070

$2.87B

Assets Under Management

30

Total Clients

106

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Maxwell Keltner’s Registration & Firm History

UT

12/22/2023 - Present

Diversify Advisory Services, LLC (SANDY UT)

CA

03/02/2011 - 12/18/2015

FIRST ALLIED SECURITIES, INC. (San Diego CA)

CA

07/14/2000 - 11/23/2010

METLIFE SECURITIES INC. (SAN DIEGO CA)

CA

07/14/2000 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (SAN DIEGO CA)

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Licenses & Designations

IA

Issued 03/17/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/30/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/13/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Maxwell P Keltner.
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