Bryan Paul Keller

Employer firm

Dakota Wealth, LLC CRD 297987

$6.94B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Pension consulting
• Selection of other advisers
• OUTSOURCED INVESTMENT ADVISORY SERVICES FOR OTHER ADVISERS; TAX PREPARATION/FILING

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

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

Current Employers

Employment History

• 10/2014 → 05/2018
  Bp Wealth Management, Llc
  Palm Beach Gardens, FL
• 05/2018 → 02/2019
  Dakota Wealth, Llc (Formerly Oakmont Partners, Llc)
  Palm Beach Gardens, FL
• 02/2019 → Present
  Dakota Wealth, Llc
  Palm Beach Gardens, FL

Previous Registrations

• 2018-06-21 → 2019-03-25
  Dakota Wealth, Llc
  Palm Beach Gardens, FL
• 2015-01-27 → 2017-10-11
  Svb Wealth
  Palm Beach Gardens, FL
• 2011-02-18 → 2014-11-26
  Banyan Partners, Llc
  Boston, MA
  Palm Beach Gardens, FL
• 2010-03-25 → 2011-02-10
  Lpl Financial Llc
  Boston, MA

Exams

• S66 Uniform Combined State Law Examination
  2010-02-05

Other Names

• Bryan Keller