Inactive

Beth Marie Koonce

Keller Wealth Advisors

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Current Employers

Keller Wealth Advisors

101 South Main St. Suite 300, Victoria, TX 77901-8142 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2016-06-06

TX RA
APPROVED

Since 2016-06-06

Branch Locations

101 South Main St. Suite 300, Victoria, TX 77901-8142 • 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
Kmh Wealth Management, Llc	Victoria	TX	01/2016	12/2017
Kmh Wealth Management, Llc	Victoria	TX	01/2018	Present

01/2016 → 12/2017

Kmh Wealth Management, Llc

Victoria, TX
01/2018 → Present

Kmh Wealth Management, Llc

Victoria, TX

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2016-06-06

S65 Uniform Investment Adviser Law Examination

2016-06-06

Designations

Other Names

Beth Marie Henning

View on SEC IAPD

Other Firms

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

ALLSTATE FINANCIAL ADVISORS, LLC

LPL FINANCIAL LLC

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

BAUCOM WEALTH MANAGEMENT LLC

OSAIC WEALTH, INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

Other Investors

James Michael Baker

Matthew Taylor Keener

ILENE B. GOHMERT

JOHN TYLER WOFFORD

Other Offices

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · VICTORIA, TX

EDWARD JONES · Victoria, TX

ALLSTATE FINANCIAL ADVISORS, LLC · Victoria, TX

LPL FINANCIAL LLC · VICTORIA, TX

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER · VICTORIA, TX

BAUCOM WEALTH MANAGEMENT LLC · VICTORIA, TX

OSAIC WEALTH, INC. · Victoria, TX

STATE FARM INVESTMENT MANAGEMENT CORP. · Victoria, TX

More in Victoria, TX

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