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Colton Tyler Keller

Master'S Wealth Management Inc.

Leola, PA

CRD 7307187

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Employer firm

Master's Wealth Management Inc. CRD 328693

$590M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Master'S Wealth Management Inc.

1415 E Oregon Rd, Leola, PA 17540 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-04-14
  • PA RA
    APPROVED
    Since 2025-04-14

Branch Locations

1415 E Oregon Rd, Leola, PA 17540 • 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
OrganizationCityStateFromTo
Securities America Advisors, Inc. Lancaster PA 11/2020 03/2024
Outback Toys Lititz PA 06/2016 10/2020
Master's Wealth Management, Inc. Lancaster PA 03/2024 02/2025
Master's Wealth Management, Inc. Lancaster PA 02/2025 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-14
  • S65 Uniform Investment Adviser Law Examination
    2025-04-14

View on SEC IAPD

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