Chad Keller Location
- Indianapolis, IN, US
Chad Keller Work
- 2024 - now Founder and Managing Partner @
- 2017 - 2024 First Vice President and Investments, Tanner Wealth Management Group - Stifel @
- 2006 - 2017 Financial Advisor @ City Securities Corporation
- 2003 - 2005 Financial Advisor @
Chad Keller Education
- Indiana University Bloomington
B.S. in Public Affairs (Public Financial Management)
1999 - 2003
Chad Keller Skills
- Finance
- Risk Management
- Wealth Management
- Retirement Planning
- Portfolio Management
- Investment Advisory
- Equity Research Analysis
- Income
- Leadership
- Strategic Planning
- Management
- Sales
- Strategy
- Public Finance
- Consulting
Chad Keller Summary
- Chad Keller, based in Indianapolis, IN, US, is currently a Founder and Managing Partner at M&K Legacy Wealth. Chad Keller brings experience from previous roles at Stifel Financial Corp., City Securities Corporation and Ameriprise Financial Services, Inc.. Chad Keller holds a 1999 - 2003 B.S. in Public Affairs in Public Financial Management @ Indiana University Bloomington. With a robust skill set that includes Finance, Risk Management, Wealth Management, Retirement Planning, Portfolio Management and more. Chad Keller has 1 emails and 1 mobile phone numbers on RocketReach.
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Top M&K Legacy Wealth Employees
Jessica Keller
Director of Operations
Indianapolis, IN, US
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