Keith L. Muth

RICHMOND, VA 23225

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CRD#: 2822562

Professional summary

Keith Lavern Muth, CFP® was a registered financial advisor .

Keith is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Keith had worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

At a Glance

Always Fiduciary

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. Mr. Muth is a Certified Public Accountant practicing with Muth Financial LLC, providing tax advice and tax preparation services. Mr. Muth devotes about 10 hours per month to this activity, including 10 hours during securities trading hours. This activity is located at the address where Mr. Muth is registered, but is not related to his investment services practice. Clients can engage Mr. Muth for tax advice and to provide tax preparation services, but any such advice or services are separate and apart from Watch Hill Financial. 2. Mr. Muth is a notary public. Notarial services are separate and apart from Watch Hill Financial.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2001

Experience

Current

September 28, 2026 - Present

Office #1: 7501 Boulder View Drive Suite 620, Richmond, VA 23225

RICHMOND, VA

Past

June 26, 2026 - September 28, 2026

PRIVATE ADVISOR GROUP, LLC

RIA

CRD#: 155216

Richmond, VA

Past

June 5, 2023 - June 26, 2026

MARINER ADVISOR NETWORK

RIA

CRD#: 283824

Richmond, VA

Past

January 3, 2003 - June 5, 2023

SECURIAN FINANCIAL SERVICES, INC.

RIA

CRD#: 15296

MIDLOTHIAN, VA

Past

December 6, 2002 - January 24, 2005

WORTHMARK ALLIANCE VIII, LLC

CRD#: 121783

ST. PAUL, MN

Past

September 25, 1997 - January 3, 2003

INVESTMENT ADVISORY GROUP, INC.

RIA

CRD#: 109122

RICHMOND, VA

Past

November 8, 1996 - June 5, 2023

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

MIDLOTHIAN, VA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Virginia
(9/28/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

What does exam status mean?

State Security Law Exam

IAR

Series 65

Status Unavailable

Passed: 5/12/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Status Unavailable

Passed: 11/7/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Status Unavailable

Passed: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Status Unavailable

Passed: 12/6/1996

General Securities Representative Examination

General Industry/Product Exam

Series 6

Status Unavailable

Passed: 11/7/1996

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Status Unavailable

Passed: 1/13/1997

General Securities Principal Examination

Current firm

No current employment

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Keith L. Muth

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

PRIVATE ADVISOR GROUP, LLC

MARINER ADVISOR NETWORK

SECURIAN FINANCIAL SERVICES, INC.

WORTHMARK ALLIANCE VIII, LLC

INVESTMENT ADVISORY GROUP, INC.

SECURIAN FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Passed: 5/12/1997

Series 63

Passed: 11/7/1996

SIE

Passed: 10/1/2018

Series 7

Passed: 12/6/1996

Series 6

Passed: 11/7/1996

Series 24

Passed: 1/13/1997

Current firm

No current employment

Red Flags

Company Information

No current employment

TRUST BUT VERIFY

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