Geoff Keller

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About Geoff Keller

I passionately believe working in the best interest of our clients is paramount to creating a long-lasting, and mutually successful relationship. My focus with Western Retirement Consultants is to provide highly personalized solutions to help pursue a successful financial future, so that every client can identify, plan, and pursue their goals.

I am a graduate of the University of Colorado at Boulder with a Bachelor of Arts in Communications. I am also a Certified Private Wealth Advisor^® (CPWA^®) and Certified Investment Management Analyst^® (CIMA^®), both issued through the Investments and Wealth Institute.

As a Colorado native and a University of Colorado Alum, I am eternally a Buff's fan. I met my wife, Krista, at CU, and we are still huge fans of CU Athletics. My wife and I also share a love of travel. We have been fortunate enough to visit some incredible destinations; some of my favorites are Spain, Costa Rica, Italy, and Peru. What I find most compelling is that no matter where I travel in the world, I am always reminded of the thread of human connection that flows through us all; we all want to leave the world a little better than when we found it.

If I am not in the office or on a plane, you can find me on the golf course. I started later in life, so my game is still a work in progress, but I enjoy playing often. My most recent trip was to play in Ireland and cannot wait to visit other links courses in Scotland!

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General Information

No. of Employees

CRD#

5477551

Firm CRD#

6413

Years of Experience in Financial Services

Work Experience

Prior to joining Western Retirement Consultants, I worked for a premier insurance planning firm in the Denver area specializing in Wealth Transfer, Legacy Planning and Philanthropic Funding. I also spent over 12 years at Oppenheimer Funds as a Vice President, and Senior Advisor Consultant specializing in portfolio construction and wealth management strategies.

Work with the following types of clients

Non-Profit Organizations, Businesses, Individual Investors

Advisory Services Provided

Risk Management, Education Funding and Planning, Financial Planning for Individuals, Money Management, Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Wealth Management, 401K Rollovers, Retirement Planning

Compliance

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CIMA^®, CPWA^®

Securities Licenses

Series 6, Series 7, Series 63, Series 65

Insurance and Annuity Licenses

Annuity, Life, Variable Annuity, Disability, Variable Life

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Based on Assets, Hourly, Flat Fee, Commissions

Hourly Rate

$200

Disclosures

PaladinRegistry.com provides referrals to financial professionals of LPL Financial, LLC (LPL). PaladinRegistry.com is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay PaladinRegistry.com cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/wiseradvisor/wiseradvisor-lpl-detailed-disclosures.pdf

Disclaimer

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. For a list of states in which I am registered to do business, please visit www.wrcwealthadvisory.com.

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Western Retirement Consultants