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KELLER FINANCIAL GROUP

CAMP HILL, PA · CRD 328195 · IAPD ↗ · 717-516-0700

$135.3MRegulatory AUM
2Advisory reps
2Employees
2Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
April 2025 — KELLER FINANCIAL GROUP reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
60
April 2025 — KELLER FINANCIAL GROUP reported RAUM up 26% ($106.8M -> $135.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
April 2024 — KELLER FINANCIAL GROUP notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2024 — KELLER FINANCIAL GROUP added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
March 2024 — KELLER FINANCIAL GROUP's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.