Founder And Managing Partner
Current
Mar 2024 - Present
AeroLeads people directory · profile
Chad Keller, Cfa, Aif® Email & Phone Number
Founder and Managing Partner
at
M&K Legacy Wealth
1 work email found
@stifel.com
3 phones found area 317
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Founder and Managing Partner
Location
Greater Indianapolis, United States
Who is Chad Keller, Cfa, Aif®? Overview
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Quick answer
Chad Keller, Cfa, Aif® is listed as Founder and Managing Partner at M&K Legacy Wealth, based in Greater Indianapolis, United States. AeroLeads shows a work email signal at stifel.com, phone signal with area code 317, and a matched LinkedIn profile for Chad Keller, Cfa, Aif®.
Chad Keller, Cfa, Aif® previously worked as First Vice President/Investments, Tanner Wealth Management Group - Stifel at Stifel Financial Corp. and Financial Advisor at City Securities Corporation. Chad Keller, Cfa, Aif® holds B.S. In Public Affairs, Public Financial Management from Indiana University Bloomington.
Company email context
Email format at M&K Legacy Wealth
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*@stifel.com
68% confidence
AeroLeads found 1 current-domain work email signal for Chad Keller, Cfa, Aif®. Compare company email patterns before reaching out.
Profile bio
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/
Listed skills include Customer Service, Banking, Trust Services, Custodial Services, and 1 others.
Current workplace
Chad Keller, Cfa, Aif®'s current company
Company context helps verify the profile and gives searchers a useful next step.
4 roles
Chad Keller, Cfa, Aif® work experience
A career timeline built from the work history available for this profile.
First Vice President/Investments, Tanner Wealth Management Group - Stifel
Various positions held culminating in First Vice President/Investments.
Feb 2017 - Mar 2024
Financial Advisor
Feb 2006 - Feb 2017
Financial Advisor
Jun 2003 - Oct 2005
1 education record
Chad Keller, Cfa, Aif® education
-
Indiana University Bloomington
FAQ
Frequently asked questions about Chad Keller, Cfa, Aif®
Quick answers generated from the profile data available on this page.
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 M&K Legacy Wealth?
Chad Keller, Cfa, Aif® is listed as Founder and Managing Partner at M&K Legacy Wealth.
What is Chad Keller, Cfa, Aif®'s email address?
AeroLeads has found 1 work email signal at @stifel.com for Chad Keller, Cfa, Aif® at M&K Legacy Wealth.
What is Chad Keller, Cfa, Aif®'s phone number?
AeroLeads has found 3 phone signal(s) with area code 317 for Chad Keller, Cfa, Aif® at M&K Legacy Wealth.
Where is Chad Keller, Cfa, Aif® based?
Chad Keller, Cfa, Aif® is based in Greater Indianapolis, United States while working with M&K Legacy Wealth.
What companies has Chad Keller, Cfa, Aif® worked for?
Chad Keller, Cfa, Aif® has worked for M&K Legacy Wealth, Stifel Financial Corp., City Securities Corporation, and Ameriprise Financial Services, Inc..
How can I contact Chad Keller, Cfa, Aif®?
You can use AeroLeads to view verified contact signals for Chad Keller, Cfa, Aif® at M&K Legacy Wealth, including work email, phone, and LinkedIn data when available.
What schools did Chad Keller, Cfa, Aif® attend?
Chad Keller, Cfa, Aif® holds B.S. In Public Affairs, Public Financial Management from Indiana University Bloomington.
What skills is Chad Keller, Cfa, Aif® known for?
Chad Keller, Cfa, Aif® is listed with skills including Customer Service, Banking, Trust Services, Custodial Services, and Trust Operations.
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