Anna Stastny Keisler

Employer firm

Vanguard Advisers, Inc. CRD 106715

$345B regulatory AUM 89,430 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 08/2015 → 02/2018
  Wells Financial Management, Llc
  Asheville, NC
• 02/2018 → 12/2020
  Sg Financial Advisors, Llc
  Sandy Springs, GA
• 05/2025 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 10/2021 → 05/2025
  The Home Depot
  Atlanta, GA
• 12/2020 → 08/2021
  Orion Advisor Technology
  Marietta, GA
• 08/2015 → 12/2017
  Auburn University
  Asheville, NC

Previous Registrations

• 2018-10-11 → 2020-12-21
  Sg Financial Advisors, Llc
  Sandy Springs, GA
• 2016-02-01 → 2018-02-02
  Wells Financial Management, Llc
  Asheville, NC

Other Businesses

EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-07-28
• S65 Uniform Investment Adviser Law Examination
  2016-02-01

Designations

• Certified Financial Planner

Other Names

• Anna Nicole Stastny
• Anna Stastny Keisler
• Anna S Keisler
• Anna Keisler
• Anna N Stastny
• Anna Stastny
• Ann S Keisler