Brendan Scott Keely
Investment Adviser Representative at OPEN Window Financial Solutions, Ltd.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Brendan Scott Keely is an investment adviser representative with OPEN Window Financial Solutions, Ltd. in Reno, NV, where they have been registered since 2025, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Nevada and Texas.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Nevada, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Open Window Financial Solutions, Ltd.Apr 2024 – no end date reportedReno, NV
- University of Nevada, RenoAug 2019 – no end date reportedReno, NV
- Douglas High SchoolAug 2015 – Jun 2019Gardnerville, NV
- WalmartNov 2018 – Apr 2019Gardnerville, NV
- WalgreensSep 2019 – Mar 2020Reno, NV
- University Of Nevada, RenoMar 2020 – Jul 2024Reno, NV
- Nevada Gold MinesMay 2022 – Aug 2022Elko, NV
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About OPEN Window Financial Solutions, Ltd.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Up to $500,0001.75%
- $500,001 to $750,0001.50%
- $750,001 to $1,000,0001.25%
- $1,000,001 to $3,000,0001.00%
+5 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Comprehensive financial planning including retirement planning, tax-efficient investing and withdrawal strategies, asset allocation, debt reduction strategies, education funding, insurance analysis, Social Security and Medicare claiming strategies, qualified plan and tax-favored account optimization, charitable giving planning, estate planning, and investment management focused on lowering costs and taxes while maintaining appropriate asset allocation.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 3
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Reno, NV
- SEC file number:
- 801-114451
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 17, 2026
View full firm profileOther advisors at OPEN Window Financial Solutions, Ltd.
2 other advisors in the directory
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Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brendan Scott Keely has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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