William Keith Colvett

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2002 → Present
  Indianwood Financial
  Lake Orion, MI
• 07/2015 → 03/2021
  H. Beck, Inc.
  Bethesda, MD
• 04/2021 → 05/2025
  Grove Point Advisors, Llc
  Rockville, MD
• 04/2021 → 05/2025
  Grove Point Investments, Llc
  Rockville, MD
• 05/2025 → Present
  Lpl Financial Llc
  Lake Orion, MI

Previous Registrations

• 2021-04-01 → 2025-05-01
  Grove Point Advisors, Llc
  Lake Orion, MI
  Rockville, MD
  Rockville, MD
• 2015-07-23 → 2021-04-01
  Grove Point Investments, Llc
  Rockville, MD
  Lake Orion, MI
  Rockville, MD
• 2011-12-14 → 2015-07-21
  Fintegra, Llc
  Lake Orion, MI
  Minneapolis, MN

Other Businesses

1. 5/2025 - Indianwood Financial - DBA for LPL Business (entity for LPL business) - INV REL - At Reported Business Location - Start Date 01/03/2005 - 160hrs/MTH - 120hrs during trading. 2. 5/2025 - Orion Tax Group - Tax Prep/Accounting/CPA - INV REL - At Reported Business Location - Start Date 01/01/2019 - 20hrs/MTH - 15hrs During Trading 3. 5/2025 - Indianwood Financial - Non-Variable Insurance - INV REL - At Reported Business Location - Start Date 01/01/2016 - 4hrs/MTH

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-07-25
• S63 Uniform Securities Agent State Law Examination
  2001-01-04

Designations

• Certified Financial Planner

Other Names

• William Kieth Colvett