Maynard Lee Keller

Employer firm

American Financial Planning, Inc. CRD 142588

$21.5M regulatory AUM 81 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting

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

Current Employers

American Financial Planning, Inc.

541 Luck Avenue Sw Suite 304, Roanoke, VA 24016 • United States

Current Registrations

Authority	Category	Status	Date
VA	RA	APPROVED	2007-01-16

VA RA
APPROVED

Since 2007-01-16

Branch Locations

358 Campbell Ave Sw, Roanoke, VA 24016 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
American Financial Planning, Inc.	Roanoke	VA	01/2006	Present

01/2006 → Present

American Financial Planning, Inc.

Roanoke, VA

Previous Registrations

2001-10-18 → 2007-01-10

Personal Financial Planning Inc.

Roanoke, VA

Other Businesses

TAX PREPARATION THROUGH AMERICAN FINANCIAL PLANNING, INC. 358 Campbell Ave SW, Roanoke, VA 24016. 5 HRS. PER WEEK FROM FEBUARY-APRIL DURING TRADING HOURS.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1999-11-03
S63	Uniform Securities Agent State Law Examination	1996-09-18

S65 Uniform Investment Adviser Law Examination

1999-11-03
S63 Uniform Securities Agent State Law Examination

1996-09-18

Designations

Certified Financial Planner

Other Names

Maynard L Keller
Maynard Keller

View on SEC IAPD