Best Investors Account Sign in
Inactive

Geoffrey Vincent Keeling

Wealthspire Retirement Advisory

Aliso Viejo, CA

Claim This Profile
Current Employers
Wealthspire Retirement Advisory

120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-04-02
  • CA RA
    APPROVED
    Since 2024-04-02

Branch Locations

120 Vantis Suite 400, Aliso Viejo, CA 92656 • 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
Nfp Advisor Services Aliso Viejo CA 11/2014 02/2017
Nfp Retirement, Inc. Aliso Viejo CA 11/2014 10/2025
Wealthspire Retirement Advisory Aliso Viejo CA 10/2025 Present
  • 11/2014 → 02/2017
    Nfp Advisor Services
    Aliso Viejo, CA
  • 11/2014 → 10/2025
    Nfp Retirement, Inc.
    Aliso Viejo, CA
  • 10/2025 → Present
    Wealthspire Retirement Advisory
    Aliso Viejo, CA
Previous Registrations
  • 2011-07-29 → 2012-05-10
    Twinhawk Capital, Llc
    Houston, TX
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2015-01-06
  • S63 Uniform Securities Agent State Law Examination
    2015-01-06
Designations
Other Names
  • Geoff Vincent Keeling

View on SEC IAPD

Other Firms

SANCTUARY ADVISORS, LLC
ANCHOR CAPITAL
EDEN FINANCIAL
JG WEALTH MANAGEMENT, LLC
LIFETIME FINANCIAL, INC.
SST BENEFITS CONSULTING
CLARAPHI ADVISORY NETWORK, LLC
PRESTON CAPITAL

Other Investors

LUKE ROY MCKELVY
Jeffrey A Dewees
William A Schellenberg
Jay Tamkoc
ANNA THERESE WALTERS
Eric Alexander Davalos
John Kincannon
GARRETT THOMAS WATERS

Other Offices

SANCTUARY ADVISORS, LLC · ALISO VIEJO, CA
SANCTUARY ADVISORS, LLC · ALISO VIEJO, CA
ANCHOR CAPITAL · ALISO VIEJO, CA
EDEN FINANCIAL · ALISO VIEJO, CA
JG WEALTH MANAGEMENT, LLC · ALISO VIEJO, CA
LIFETIME FINANCIAL, INC. · Aliso Viejo, CA
SST BENEFITS CONSULTING · ALISO VIEJO, CA
CLARAPHI ADVISORY NETWORK, LLC · ALISO VIEJO, CA

More in Aliso Viejo, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor