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Keudell Morrison Wealth Management, LLC CRD 292600
$922M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
235 Front St. Se Suite 300, Salem, OR 97301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-11-26 |
| OR | RA | APPROVED | 2024-11-26 |
| LA | RA | APPROVED | 2018-04-24 |
| WA | RA | APPROVED | 2018-04-23 |
| TX | RA | APPROVED_RES | 2018-04-06 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Salem | OR | 04/2012 | 04/2018 |
| Keudell Morrison Wealth Management, Llc | Salem | OR | 04/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-10-12 |
| S63 | Uniform Securities Agent State Law Examination | 1984-05-23 |
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