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Thomas Lane Keller

Keller Wealth Advisors

Victoria, TX

CRD 3190293

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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 2006-03-23
  • TX RA
    APPROVED
    Since 2006-03-23

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
Kmh Wealth Management, Llc Victoria TX 03/2008 02/2022
Keller & Associates Cpas, Pllc Victoria TX 01/2016 02/2022
Kmh Wealth Management, Llc Victoria TX 03/2022 12/2023
Keller & Associates Cpas, Pllc Victoria TX 03/2022 12/2023
Keller Wealth Advisors Victoria TX 01/2024 Present
Keller & Associates Cpas, Pllc Victoria TX 01/2024 Present
  • 03/2008 → 02/2022
    Kmh Wealth Management, Llc
    Victoria, TX
  • 01/2016 → 02/2022
    Keller & Associates Cpas, Pllc
    Victoria, TX
  • 03/2022 → 12/2023
    Kmh Wealth Management, Llc
    Victoria, TX
  • 03/2022 → 12/2023
    Keller & Associates Cpas, Pllc
    Victoria, TX
  • 01/2024 → Present
    Keller Wealth Advisors
    Victoria, TX
  • 01/2024 → Present
    Keller & Associates Cpas, Pllc
    Victoria, TX
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1999-02-11
  • S63 Uniform Securities Agent State Law Examination
    1999-02-11
Designations
  • Certified Financial Planner
  • Personal Financial Specialist
Other Names
  • Lane Keller

View on SEC IAPD

Nearby Firms

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EDWARD JONES
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Nearby Investors

PAMELA JAMES
AARON RALSTON
ERIC HEIDRICH

Nearby Offices

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

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