Sarah Diebel Nix

Employer firm

Keller Wealth Advisors CRD 111610

$923M regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Periodicals / newsletters
• Educational seminars

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

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

Current Employers

Employment History

• 01/2022 → Present
  Kmh Wealth Management, Llc
  Victoria, TX
• 08/2021 → 12/2021
  Texas A&M University
  College Station, TX
• 05/2021 → 07/2021
  Kmh Wealth Management, Llc
  Victoria, TX
• 01/2020 → 05/2021
  Texas A&M University
  College Station, TX
• 06/2019 → 07/2019
  South Star Wealth Management
  Victoria, TX
• 12/2019 → 12/2019
  South Star Wealth Management
  Victoria, TX
• 08/2018 → 05/2019
  Texas A&M University
  College Station, TX
• 01/2012 → 06/2018
  Victoria Isd
  Victoria, TX
• 07/2018 → 07/2018
  Unemployed
  Victoria, TX
• 08/2019 → 12/2019
  Texas A&M University
  College Station, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-07-29

Other Names

• Sarah Elizabeth Diebel