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Chief Executive Officer and Chief Investment Officer / Member · Confluence Investment Management LLC

Mark A. Keller

CRD 1026805 · Named on Form ADV at one SEC-registered adviser

At a glance

Confluence Investment Management LLC, an SEC-registered wealth manager based in Saint Louis, MO with $6.7 billion in regulatory assets, lists Mark A. Keller on its Form ADV as Chief Executive Officer and Chief Investment Officer / Member, a control person.

Firms and roles

AtlasMembers

Mark’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 (11)

6 more people named with Mark on the same filings, with titles and firms. Free in Atlas with a free account.

See all 11 free

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