Gary Wilson Keller

Employer firm

Independent Financial Group, LLC CRD 7717

$12.9B regulatory AUM 301 advisory clients

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:

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

Current Employers

Employment History

• 01/2012 → 04/2018
  Ameriprise Financial Services, Inc.
  Sarasota, FL
• 04/2018 → Present
  Independent Financial Group
  Bradenton, FL

Previous Registrations

• 2012-01-13 → 2018-04-24
  Ameriprise Financial Services, Llc
  Sarasota, FL
• 2003-07-01 → 2012-01-17
  Wells Fargo Clearing Services, Llc
  Sarasota, FL
  Sarasota, FL
• 1997-04-24 → 2003-07-01
  Prudential Equity Group, Llc
  Sarasota, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-06-05
• S63 Uniform Securities Agent State Law Examination
  1995-10-13

Designations

• Certified Financial Planner