CK
Craig B. Keller
LITMAN GREGORY WEALTH MANAGEMENT
Larkspur, CA 94939
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CRD#: 4803363
CK
Professional summary
Craig Bernard Keller is a registered financial advisor currently at LITMAN GREGORY WEALTH MANAGEMENT, LLC located in Larkspur, California.
Craig is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Craig has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Craig Bernard Keller's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
October 26, 2010 - Present
LITMAN GREGORY WEALTH MANAGEMENT, LLC
Office #1: 1100 Larkspur Landing Circle Suite 300, Larkspur, CA 94939RIA
CRD#: 107611
Larkspur, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
LG
LITMAN GREGORY WEALTH MANAGEMENT, LLC
LITMAN GREGORY & CO LLC | LITMAN/GREGORY ASSET MANAGEMENT, LLC | LITMAN GREGORY WEALTH MANAGEMENT, LLC | LITMAN GREGORY ASSET MANAGEMENT, LLC
CRD#: 107611 / SEC#: 801-50916
RIA
Registered Investment Advisory firm - (12/29/1995 Approved)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
California(5/17/2013)
IAR
Texas(10/26/2010)
Exams
Current Firm
LG
LITMAN GREGORY WEALTH MANAGEMENT, LLC
LITMAN GREGORY & CO LLC | LITMAN/GREGORY ASSET MANAGEMENT, LLC | LITMAN GREGORY WEALTH MANAGEMENT, LLC | LITMAN GREGORY ASSET MANAGEMENT, LLC
CRD#: 107611 / SEC#: 801-50916
RIA
Registered Investment Advisory firm - (12/29/1995 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1100 Larkspur Landing Circle Suite 300, Larkspur, CA 94939
Mailing Address
Phone number
(415) 461-8999
Established
Firm type
Fiscal year end
# of Employees
28
SEC notice filing (22 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,975 |
| AUM (Assets Under Management) | $ 2,678,342,739 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 02/05/2025 | ||
| 10/30/2023 | ||
| 01/30/2023 |
Red Flags
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Company Information
LITMAN GREGORY WEALTH MANAGEMENT, LLC
CRD#: 107611Larkspur, CA 94939TRUST BUT VERIFY
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