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Steven Thomas Keller

Nelson Securities, INC.

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About Steven Thomas Keller

Steven Keller is a financial advisor with over 39 years of experience in the securities industry. Steven is currently registered with Nelson Securities, Inc. and has held previous positions with Security First Financial, Inc., Aragon Financial Services, Inc., The Great-West Life Assurance Company, Benefitcorp Equities, Inc., and UR Financial, Inc.. Steven has a broad range of experience and is licensed in multiple states. Steven Keller offers portfolio management for individuals.

Firm Information

Steven Keller is currently registered with Nelson Securities, INC.. Nelson Securities, INC. is a Corporation formed on October 3, 1983, and is headquartered in SPOKANE, WA, United States. The firm has 7 licensed agents, 9 investment adviser representatives, 11 registered representatives, 9 individuals performing investment advisory functions, and 0 investment adviser representatives for other investment advisers. The firm manages approximately $242,493,984 in regulatory assets under management and offers portfolio management services to individuals and publication of periodicals. They also provide investment advisory services to individuals other than high-net-worth individuals, corporations, and pension and profit sharing plans. Nelson Securities, INC. is registered with the SEC and is also registered in all 50 states.
Nelson Securities, INC.

9718 N MORTON CT

SPOKANE, WA 99218

$242.49M

Assets Under Management

Not reported

Total Clients

11

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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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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Steven Keller’s Registration & Firm History

FL

06/10/2003 - Present

Nelson Securities,INC. (FORT WHITE FL)

CA

03/30/1982 - 06/08/1995

SECURITY FIRST FINANCIAL, INC. (NEWPORT BEACH CA)

CA

09/12/1992 - 12/02/1993

ARAGON FINANCIAL SERVICES, INC. (IRVINE CA)

CO

06/01/1990 - 10/01/1991

THE GREAT-WEST LIFE ASSURANCE COMPANY (ENGLEWOOD CO)

CO

02/28/1990 - 10/01/1991

BENEFITSCORP EQUITIES, INC. (GREENWOOD VILLAGE CO)

NA

10/04/1989 - 03/27/1990

UR FINANCIAL, INC.

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Licenses & Designations

BC

Issued 08/17/1993

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 07/26/1993

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/13/1995

Series 7 - General Securities Representative Examination

BC

Issued 03/19/1982

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Steven Thomas Keller. Review regulatory record here.
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