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Kelly Villafranca

Keller Wealth Advisors

Victoria, TX

CRD 6265040

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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 2024-04-09
  • TX RA
    APPROVED
    Since 2024-04-09

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
Ameriprise Financial Services, Llc Victoria TX 08/2020 06/2023
Edward Jones Kingwood TX 09/2015 07/2020
Kmh Wealth Management, Llc Victoria TX 07/2023 Present
  • 08/2020 → 06/2023
    Ameriprise Financial Services, Llc
    Victoria, TX
  • 09/2015 → 07/2020
    Edward Jones
    Kingwood, TX
  • 07/2023 → Present
    Kmh Wealth Management, Llc
    Victoria, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-04-09
  • S65 Uniform Investment Adviser Law Examination
    2024-04-09
Other Names
  • Kelly Nicole Nash

View on SEC IAPD

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WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · VICTORIA, TX
EDWARD JONES · Victoria, TX
ALLSTATE FINANCIAL ADVISORS, LLC · Victoria, TX

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