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Steven Thomas Keller

Investment Adviser Representative at WEALTH ASSET MANAGERS

Fort White, FLCRD #1030518Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
44 yrs
States Registered
43 states
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Steven Thomas Keller has worked in the securities industry since 1982. They are registered to provide investment advisory services in 43 U.S. states.

Registrations & licenses

Registration type
Dual-registered
Registered in 43 states
AlabamaArizonaArkansasCaliforniaColoradoConnecticutFloridaGeorgiaIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaOhioOklahomaPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasVirginiaWashingtonWest VirginiaWisconsinWyoming
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 8/17/1993
Series 65
Uniform Investment Adviser Law Examination
Passed 7/26/1993
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 3/13/1995
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 3/19/1982

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Account minimum: $5,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Wealth Asset Managers Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

WEALTH ASSET MANAGERSCurrent
6/10/2003Fort White, FL
NELSON SECURITIES,INC.Current
12/2/1993Fort White, FL
SECURITY FIRST FINANCIAL, INC.
3/30/19826/8/1995Newport Beach, CA
ARAGON FINANCIAL SERVICES, INC.
9/12/199212/2/1993Irvine, CA
THE GREAT-WEST LIFE ASSURANCE COMPANY
6/1/199010/1/1991Englewood, CO
BENEFITSCORP EQUITIES, INC.
2/28/199010/1/1991Greenwood Village, CO
UR FINANCIAL, INC.
10/4/19893/27/1990

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at WEALTH ASSET MANAGERS

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View WEALTH ASSET MANAGERS firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Steven Thomas Keller 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.

Steven Thomas Keller - Financial Advisor in Fort White, FL | AdvisorFinder