linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Maynard Lee Keller

American Financial Planning, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Maynard? Claim Your Profile

About Maynard Lee Keller

Maynard Keller has been in the financial services industry since 1996. Maynard Keller has been registered with American Financial Planning, Inc. since 2007. Maynard Keller provides financial planning, portfolio management and pension consulting services to individuals and businesses. Maynard Keller also specializes in advising on insurance and retirement planning. Maynard Keller is a Certified Financial Planner. Maynard Keller is located in Roanoke, VA.

Firm Information

Maynard Keller is currently registered with American Financial Planning, Inc.. American Financial Planning, Inc. is a registered investment advisor with two investment advisor representatives. The firm provides financial planning, pension consulting, and portfolio management services for individuals and businesses. American Financial Planning, Inc. has approximately $17,526,534 in regulatory assets under management and serves 63 clients.

$17.53M

Assets Under Management

63

Total Clients

1

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

portfolio management for businesses

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

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

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

check

other

Retainers

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Maynard Keller’s Registration & Firm History

VA

01/16/2007 - Present

American Financial Planning, Inc. (ROANOKE VA)

NY

01/03/2001 - 08/22/2002

NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)

NY

12/10/1996 - 12/31/2000

NEW ENGLAND SECURITIES (NEW YORK NY)

NY

09/19/1996 - 10/29/1996

EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)

NY

09/19/1996 - 10/29/1996

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

Not sure if Maynard Lee Keller is right for you?

Licenses & Designations

IA

Issued 11/03/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/18/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/18/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Maynard Lee Keller.
Not sure if Maynard Lee Keller is right for you?