Bryan P. Keller

DAKOTA WEALTH

Palm Beach Gardens, FL 33418-1752

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CRD#: 5733084

Professional summary

Bryan Paul Keller, who also goes by Bryan Keller, is a registered financial advisor currently at DAKOTA WEALTH, LLC located in Palm Beach Gardens, Florida.

Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Bryan has worked at 5 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bryan Keller

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan Paul Keller's CRS (Customer Relationship Summary).

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®

None

Experience

Current

October 17, 2018 - Present

DAKOTA WEALTH, LLC

Office #1: 11376 N. Jog Road Suite 101, Palm Beach Gardens, FL 33418-1752

RIA

CRD#: 297987

Palm Beach Gardens, FL

Past

June 21, 2018 - March 25, 2019

DAKOTA WEALTH, LLC

RIA

CRD#: 141137

PALM BEACH GARDENS, FL

Past

January 27, 2015 - October 11, 2017

SVB WEALTH

RIA

CRD#: 172832

PALM BEACH GARDENS, FL

Past

February 8, 2012 - November 26, 2014

BANYAN PARTNERS, LLC

RIA

CRD#: 141398

PALM BEACH GARDENS, FL

Past

February 18, 2011 - January 30, 2012

BANYAN PARTNERS, LLC

RIA

CRD#: 141398

PALM BEACH GARDENS, FL

Past

March 25, 2010 - February 10, 2011

LPL FINANCIAL LLC

RIA

CRD#: 6413

BOSTON, MA

Past

March 4, 2010 - February 10, 2011

LPL FINANCIAL LLC

CRD#: 6413

BOSTON, MA

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".

DAKOTA WEALTH, LLC

DAKOTA WEALTH MANAGEMENT | SPRINGSIDE PARTNERS | OAKMONT PARTNERS | DAKOTA WEALTH, LLC

CRD#: 297987 / SEC#: 801-114097

RIA

Registered Investment Advisory firm - (10/8/2018 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

Florida
(10/17/2018)

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

State Security Law Exam

IAR

Series 66

Date: 2/5/2010

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 3/3/2010

General Securities Representative Examination

Current Firm

DAKOTA WEALTH, LLC

DAKOTA WEALTH MANAGEMENT | SPRINGSIDE PARTNERS | OAKMONT PARTNERS | DAKOTA WEALTH, LLC

CRD#: 297987 / SEC#: 801-114097

RIA

Registered Investment Advisory firm - (10/8/2018 Approved)

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Contact information

Main Address

11376 N. Jog Road Suite 101, Palm Beach Gardens, FL 33418-1752

Mailing Address

Phone number

(561) 774-8101

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (37 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DAKOTA WEALTH FORM ADV PART 2A (10/15/2025)

Regulatory assets under management

Total Number of Accounts	9,786
AUM (Assets Under Management)	$ 6,335,261,507

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
06/10/2025	Cover Page	Report
09/13/2024	Cover Page	Report
11/21/2023	Cover Page	Report
01/18/2023	Cover Page	Report

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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Advisor Monitoring

Firm Stability Insights

Bryan P. Keller

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan Paul Keller's CRS (Customer Relationship Summary).

Certified licenses

Experience

DAKOTA WEALTH, LLC

SVB WEALTH

BANYAN PARTNERS, LLC

BANYAN PARTNERS, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

Primary Firm SEC Registration

DAKOTA WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/5/2010

Series 7

Date: 3/3/2010

Current Firm

DAKOTA WEALTH, LLC

Contact information

SEC notice filing (37 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

DAKOTA WEALTH, LLC

TRUST BUT VERIFY

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