KEELER & CO., LLC ⚠ Disclosure events INACTIVE IA
⚠ Regulatory disclosure flag: FINRA reports regulatory or customer-dispute disclosure events for this firm. The specific details (regulatory actions, arbitrations, customer complaints, criminal events) live on the primary BrokerCheck page. This flag is the KYC tripwire that institutional vendors charge for.
Key facts
- FINRA firm ID
- 125185
- Firm name
- KEELER & CO., LLC
- Other names / DBAs
- AMERICAN TAX & FINANCIAL PLANNERS; VERITE WEALTH MANAGEMENT; VERITE ASSET MANAGEMENT; THINK SPENDING; THE INVESTMENT ADVISOR ALLIANCE LLC; TELLER SPRINGS WEALTH MANAGEMENT; SYNTHIUM CAPITAL; RETIREMENT PLANNING SERVICES; L WEINMAN, ADVISOR; KOHN FINANCIAL PLANNING; KEELER ADVISORS; KEELER & CO., LLC; IAA; GWN WEALTH; GREEN INVESTMENT COUNSEL; E.C. JACKSON; CORNERSTONE WEALTH & TAX ADVISORY GROUP; CL PRICE FINANCIAL; CHARLESTON WEALTH ADVISORS
- IA scope
- INACTIVE
- SEC IA file
- 801-110633
- SEC BD file
- 8-65773
- Branches
- 0
- Disclosure events
- YES
- HQ
- ATLANTA, GA, 30309, United States
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