William Dale Keller

Current Employers

Keller Wealth Management Llc

Morristown, NJ • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2021-01-04

NJ RA
APPROVED

Since 2021-01-04

Branch Locations

Morristown, NJ • 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
Keller Wealth Management Llc	Whippany	NJ	12/2020	Present
William Keller, Sole Proprietor	Whippany	NJ	12/2020	Present
Keller Wealth Management Llc	Whippany	NJ	09/2020	Present
Mondelez International	East Hanover	NJ	05/2018	Present
Primerica	Whippany	NJ	09/2020	12/2020
Primerica	Whippany	NJ	06/2020	09/2020
Prudential Financial	Newark	NJ	07/2013	05/2018

12/2020 → Present

Keller Wealth Management Llc

Whippany, NJ
12/2020 → Present

William Keller, Sole Proprietor

Whippany, NJ
09/2020 → Present

Keller Wealth Management Llc

Whippany, NJ
05/2018 → Present

Mondelez International

East Hanover, NJ
09/2020 → 12/2020

Primerica

Whippany, NJ
06/2020 → 09/2020

Primerica

Whippany, NJ
07/2013 → 05/2018

Prudential Financial

Newark, NJ

Other Businesses

William Keller, Sole Proprietor; Whippany, NJ; Investment Related; Insurance Agent; Fixed Insurance Sales; Less than 5% of time spent; Started 12/2020. Mondelez International; East Hanover, NJ; Non-investment Related; Manager; Approximately 160 hours per month spent; Approximately 80 hours during securities trading hours; Started 05/2018.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2020-11-06

S65 Uniform Investment Adviser Law Examination

2020-11-06