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Chief Operating Officer · Keller Wealth Advisors

Brenda C. Hermes

CRD 6686800 · Named on Form ADV at one SEC-registered adviser

At a glance

Keller Wealth Advisors, an SEC-registered wealth manager based in Victoria, TX with $923 million in regulatory assets, lists Brenda C. Hermes on its Form ADV as Chief Operating Officer, a control person.

Firms and roles

AtlasMembers

Brenda’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Thomas L. KellerExecutive Vice President/ Managing Member, Keller Wealth Advisors
  • Kyle W. NoackPresident/chief Executive Officer/chief Financial Officer, Keller Wealth Advisors
  • David B. FaskasMember/ Chief Investment Officer, Keller Wealth Advisors
  • Hannah K. GohmertChief Compliance Officer, Keller Wealth Advisors

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brenda’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.