Brian Paul Keich

Current Employers

Employment History

• 02/2011 → 11/2016
  Wells Fargo Advisors Llc
  Tamaqua, PA
• 01/2011 → 09/2020
  Wachovia Bank, N.A.
  Tamaqua, PA
• 11/2016 → 09/2020
  Wells Fargo Clearing Services, Llc
  Tamaqua, PA
• 09/2020 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 09/2020 → Present
  Mauch Chunk Trust Company - Mauch Chunk Trust Wealth Management
  Jim Thorpe, PA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 08/2008; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, ANNUITIES AND LONG-TERM CARE; 2. NAME OF OTHER BUSINESS: MAUCH CHUNK TRUST COMPANY - MAUCH CHUNK TRUST WEALTH MANAGEMENT; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: BANK / FINANCIAL SERVICES DBA; START DATE: 03/2025; POSITION/TITLE/RELATIONSHIP: DIVISION MANAGER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 20; BRIEF DESCRIPTION OF DUTIES: MANAGING TRUST DEPARTMENT EMPLOYEES, PLANNING, AND STRATEGY EXECUTION. 3. NAME OF OTHER BUSINESS: TAMAQUA LIONS CLUB; INVESTMENT RELATED: NO; ADDRESS: TAMAQUA, PA; NATURE OF BUSINESS: SERVICE ORGANIZATION; START DATE: 06/2011; POSITION/TITLE/RELATIONSHIP: PRESIDENT; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: PRESIDING OVER CLUB AND APPROVING DONATIONS THE CLUB MAKES; 4. NAME OF OTHER BUSINESS: TAMAQUA POLICE PENSION COMMISSION; INVESTMENT RELATED: NO; ADDRESS: 320 E BOARD ST, TAMAQUA, PA, 18252; NATURE OF BUSINESS: ADVISORY BOARD; START DATE: 03/2022 POSITION/TITLE/RELATIONSHIP: COMMISSION MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: ATTEND MEETINGS, REVIEW INVESTMENT HOLDINGS BUT NO CONTROL OVER PENSION'S INVESTMENT HOLDINGS; 5. NAME OF OTHER BUSINESS: MAUCH CHUNK TRUST 401K COMMITTEE; INVESTMENT RELATED: NO; ADDRESS: 1111 NORTH ST JIM THORPE, PA 18229; NATURE OF BUSINESS: OVERSIGHT COMMITTEE; START DATE: 09/2024; POSITION/TITLE/RELATIONSHIP: COMMITTEE MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: OVERSEE OPERATION OF THE 401K PLAN, MEET SEMIANNUAL, PROVIDE UPDATES AND RECOMMENDED CHANGES;

Exams

• S66 Uniform Combined State Law Examination
  2020-12-01
• S63 Uniform Securities Agent State Law Examination
  2008-12-08

Other Names

• Brian Keich