Invested Better
Financial Advisors in Nevada
3,189 Results
Unclaimed

Charles Schwab & CO., Inc.

location

Las Vegas, NV

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Keith Jensen is a registered representative with Charles Schwab & CO., Inc. Keith has 29 years of experience in the securities industry. Keith is registered with the state of Nevada. Keith has previously worked with Ameriprise Financial Services, Inc. and Charles Schwab & CO., Inc.. Keith's office is located at 1120 North Town Center, Suite #170 in Las Vegas, Nevada. Keith also has an office at 2245 Village View Drive, Suite 170 in Henderson, Nevada.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM
Unclaimed

LPL Financial LLC | CFP ® (Certifications)

location

RENO, NV

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Keith Donald Delamarter is an investment advisor representative who has been in the industry since February 18, 2019. Keith is currently registered with LPL Financial LLC and has been with the firm since March 19, 2024. Prior to joining LPL Financial LLC, Keith was employed by CHARLES SCHWAB & CO., INC. and CUSO FINANCIAL SERVICES, L.P.. Keith has a Series 7TO, Series 66 and SIE license. Keith holds the Certified Financial Planner designation. Keith is registered with the state of Nevada to provide investment advisory services and has been approved to provide investment advisory services in California, Minnesota, Nevada, Oregon, Tennessee, Texas, Utah, Washington and Wisconsin. Keith has a history of working with high net worth individuals, individuals other than high net worth, corporations or other businesses, pension and profit-sharing plans, and charitable organizations.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

LPL Financial LLC | CFP ® (Certifications)

location

RENO, NV

experience

23 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Keith Davis is a financial advisor with LPL Financial LLC. Keith is based in Reno, Nevada and has been in the financial services industry since 2001. Keith is a CERTIFIED FINANCIAL PLANNER™ and has a Series 63, 66 and 7 licenses, as well as a Series 9 and 99TO licenses. Keith previously worked at J.P. Morgan Securities LLC and Great Circle Financial.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Ameriprise Financial Services, LLC | CFP ® (Certifications)

location

Reno, NV

experience

44 Years Experience

0 Disclosures

ADVISOR BIO

Keith Ronald Davis is a financial advisor with Ameriprise Financial Services, LLC. Keith has been in the financial services industry since 1980 and has a strong background in providing financial planning and investment advice. Keith is also registered as an Investment Advisor Representative in Nevada and Texas. He is committed to helping clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

Actuarial Direct LLC

location

Las Vegas, NV

0 Disclosures

ADVISOR BIO

Keith Boyak is a registered Investment Advisor Representative for Actuarial Direct LLC, a firm that provides portfolio management services to individuals. Keith is also employed by Actuarial Management Corporation. Keith has been in the financial industry since 2012 and holds the Series 65 license. Keith has experience with individuals seeking financial advice and has over $7,000,000 in assets under management.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

Navellier & Associates Inc.

location

RENO, NV

0 Disclosures

ADVISOR BIO

Keith Michael Basso is an investment advisor representative with Navellier & Associates Inc. based in Reno, Nevada. Keith has been working in the financial industry since 1992. His primary focus areas are portfolio management for individuals and businesses, and educational seminars. Keith is also a sole member of Antietam Bloodstock, LLC, a Nevada limited liability company that manages a horse business and partnership.

SPECIALIZATIONS

Educational Seminars & Workshops
Portfolio Management for Businesses
Portfolio Management for Individuals
UIT
Unclaimed

LPL Financial LLC

location

LAS VEGAS, NV

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Keith Carl Lund is an investment advisor representative with LPL Financial LLC, based in LAS VEGAS, NV. Keith has been working in the financial services industry since 2004. Prior to joining LPL Financial, Keith worked at Ameriprise Financial Services, Inc. and IDS Life Insurance Company. Keith holds Series 66, SIE and Series 7 licenses and has been registered in 15 states. He specializes in providing a range of financial services including financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, and selection of other advisors.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

J.p. Morgan Securities LLC

location

LAS VEGAS, NV

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Kelebet Solomon weldekiros is a registered representative with J.P. Morgan Securities LLC and has been in the securities industry since August 10, 2014. Kelebet is registered with the states of California and Nevada, and has Series 6, Series 63, and SIE licenses. Kelebet specializes in providing financial planning, pension consulting, and selection of other advisors to individuals and businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Fidelity Personal AND Workplace Advisors

location

LAS VEGAS, NV

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Kelechi Obilor is an investment advisor representative with Fidelity Personal And Workplace Advisors, a firm with approximately $1 billion to $10 billion in assets under management. Kelechi specializes in portfolio management for individuals and businesses. Kelechi is registered with FINRA and has been in the financial industry since 2018. Kelechi is registered in 53 states and the District of Columbia.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed
location

RENO, NV

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Kelli Lynn Tampio is a financial advisor at Edward Jones. Kelli is registered to provide investment advice in 22 states and has been in the industry since 2012. Kelli provides a variety of services, including financial planning, portfolio management, and pension consulting. Kelli holds the Series 66, Series 7, and SIE licenses and has received numerous awards and recognitions for her work.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals

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