Chad Keller, Cfa, Aif®

Chad Keller, Cfa, Aif® Email and Phone Number

Founder and Managing Partner @ M&K Legacy Wealth
Chad Keller, Cfa, Aif®'s Location
Greater Indianapolis, United States
Chad Keller, Cfa, Aif®'s Contact Details

Chad Keller, Cfa, Aif® personal email

n/a

Chad Keller, Cfa, Aif® phone numbers

About Chad Keller, Cfa, Aif®

Chad has over 20 years of experience in the financial services industry working closely with affluent families and individuals, helping families grow and protect their wealth as life evolves. As one of the founders of M&K Legacy Wealth, Chad believes in living life to the fullest. Along with his upbeat and positive personality, he is known around the office for his sense of humor. Chad doesn’t take himself too seriously and believes everyone should maximize life’s enjoyment.Chad has a passion for working with multiple generations within families and helping them to bridge and transition their wealth, share values, and create family unity so they can leave behind a sustainable legacy. He has a knack for making what is normally an overwhelming, complex and stressful part of life…simple. He takes care of his clients like family, while keeping them informed and confident about their financial futures, allowing them to focus on what matters most.https://mklegacywealth.com/

Chad Keller, Cfa, Aif®'s Current Company Details
M&K Legacy Wealth

M&K Legacy Wealth

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Founder and Managing Partner
Chad Keller, Cfa, Aif® Work Experience Details
  • M&K Legacy Wealth
    Founder And Managing Partner
    M&K Legacy Wealth Mar 2024 - Present
    Indianapolis, Indiana, United States
    View
  • Stifel Financial Corp.
    First Vice President/Investments, Tanner Wealth Management Group - Stifel
    Stifel Financial Corp. Feb 2017 - Mar 2024
    Various positions held culminating in First Vice President/Investments.
    View
  • City Securities Corporation
    Financial Advisor
    City Securities Corporation Feb 2006 - Feb 2017
    Indianapolis, Indiana, United States
    View
  • Ameriprise Financial Services, Inc.
    Financial Advisor
    Ameriprise Financial Services, Inc. Jun 2003 - Oct 2005
    Indianapolis, Indiana Area
    View

Chad Keller, Cfa, Aif® Skills

Customer Service Banking Trust Services Custodial Services Trust Operations

Chad Keller, Cfa, Aif® Education Details

  • Indiana University Bloomington
    Indiana University Bloomington
    Public Financial Management

Frequently Asked Questions about Chad Keller, Cfa, Aif®

What company does Chad Keller, Cfa, Aif® work for?

Chad Keller, Cfa, Aif® works for M&k Legacy Wealth

What is Chad Keller, Cfa, Aif®'s role at the current company?

Chad Keller, Cfa, Aif®'s current role is Founder and Managing Partner.

What is Chad Keller, Cfa, Aif®'s email address?

Chad Keller, Cfa, Aif®'s email address is ck****@****ies.com

What is Chad Keller, Cfa, Aif®'s direct phone number?

Chad Keller, Cfa, Aif®'s direct phone number is +131763*****

What schools did Chad Keller, Cfa, Aif® attend?

Chad Keller, Cfa, Aif® attended Indiana University Bloomington.

What are some of Chad Keller, Cfa, Aif®'s interests?

Chad Keller, Cfa, Aif® has interest in I Have Too Many Interests To List, Obviously.

What skills is Chad Keller, Cfa, Aif® known for?

Chad Keller, Cfa, Aif® has skills like Customer Service, Banking, Trust Services, Custodial Services, Trust Operations.

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