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Financial ADVSR advisor directory · SEC adviser records

Keudell Morrison Wealth Management, LLC financial advisors in Salem, OR

Every SEC-registered investment adviser representative at a Keudell Morrison Wealth Management, LLC office in Salem, A to Z.

The short answer

8 registered advisors work at Keudell Morrison Wealth Management, LLC in Salem, out of 8 at the firm nationwide; it ranks number 5 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.

Keudell Morrison Wealth Management, LLC advisors in Salem, A to Z

Every Keudell Morrison Wealth Management, LLC advisor →

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Other firms in Salem

All Salem advisors →

Ameriprise Financial Services, LLC 20Edward Jones 12Merrill Lynch, Pierce, Fenner & Smith Incorporated 11LPL Financial LLC 9State Farm Investment Management Corp. 8Morgan Stanley 7True Private Wealth Advisors, LLC 7Wells Fargo Advisors Financial Network, LLC 5Wells Fargo Clearing Services, LLC 5Cetera Investment Advisers LLC 4Pfs Investments Inc. 4Stifel, Nicolaus & Company, Incorporated 4

Questions

How many financial advisors does Keudell Morrison Wealth Management, LLC have in Salem?

8 investment adviser representatives are registered at Keudell Morrison Wealth Management, LLC offices in Salem, Oregon, according to the SEC's Investment Adviser Public Disclosure records, out of 8 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.

Is Keudell Morrison Wealth Management, LLC one of the largest advisor employers in Salem?

Keudell Morrison Wealth Management, LLC ranks number 5 in Salem by registered advisors; Ameriprise Financial Services, LLC has the most, with 20.

How do I check a Keudell Morrison Wealth Management, LLC advisor in Salem?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Keudell Morrison Wealth Management, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.