Best Investors Account Sign in
Inactive

Hannah Katherine Gohmert

Keller Wealth Advisors

Victoria, TX

CRD 6414757

Claim This Profile
Employer firm

Keller Wealth Advisors CRD 111610

$923M regulatory AUM 3 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Periodicals / newsletters
  • Educational seminars

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

Current Employers
Keller Wealth Advisors

101 South Main St. Suite 300, Victoria, TX 77901-8142 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2016-12-27
  • TX RA
    APPROVED
    Since 2016-12-27

Branch Locations

101 South Main St. Suite 300, Victoria, TX 77901-8142 • 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
Keller Wealth Advisors Victoria TX 05/2016 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-12-27
S63 Uniform Securities Agent State Law Examination 2015-01-30
  • S66 Uniform Combined State Law Examination
    2016-12-27
  • S63 Uniform Securities Agent State Law Examination
    2015-01-30
Designations
  • Certified Financial Planner
Other Names
  • Hannah Katherine Speed

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Victoria, TX

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor