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Max Joseph Elvrom

Keudell Morrison Wealth Management, LLC

Salem, OR

CRD 5811251

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Employer firm

Keudell Morrison Wealth Management, LLC CRD 292600

$922M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

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

Current Employers
Keudell Morrison Wealth Management, Llc

235 Front St. Se Suite 300, Salem, OR 97301 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2024-07-09
TX RA APPROVED 2024-07-09
  • OR RA
    APPROVED
    Since 2024-07-09
  • TX RA
    APPROVED
    Since 2024-07-09

Branch Locations

235 Front St. Se Suite 300, Salem, OR 97301 • 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
Usaa Financial Advisors, Inc Phoenix AZ 02/2015 05/2017
Usaa Financial Planning Services Phoenix AZ 03/2015 06/2017
Edward Jones St.LOuis MO 05/2017 07/2024
Keudell Morrison Wealth Management, Llc Salem OR 07/2024 Present
Previous Registrations
  • 2017-06-16 → 2024-07-09
    Edward Jones
    Salem, OR
  • 2015-03-27 → 2017-06-14
    Usaa Financial Planning Services
    Phoenix, AZ
  • 2011-03-14 → 2014-11-25
    Edward Jones
    St Louis, MO
    Roy, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-03-11
  • S66 Uniform Combined State Law Examination
    2011-03-11
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

LPL FINANCIAL LLC
EDWARD JONES
J.P. MORGAN SECURITIES LLC

Nearby Investors

MICHAEL SCOTT CAPRAI
Caitlin Marie Davis
KEVIN LEE BENEFIEL

Nearby Offices

LPL FINANCIAL LLC · SALEM, OR
EDWARD JONES · SALEM, OR
J.P. MORGAN SECURITIES LLC · SALEM, OR

More in Salem, OR

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