Hannah K. Gohmert
Professional summary
Hannah Katherine Gohmert, CFP®, who also goes by Hannah Katherine Speed, is a registered financial advisor currently at KELLER WEALTH ADVISORS located in Victoria, Texas.
Hannah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Hannah has worked at 2 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Hannah Katherine Gohmert's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2017
Experience
December 27, 2016 - Present
KELLER WEALTH ADVISORS
Office #1: 101 South Main St. Suite 300, Victoria, TX 77901-8142January 27, 2015 - March 11, 2016
CHARLES SCHWAB & CO., INC.
Primary Firm SEC Registration
KELLER WEALTH ADVISORS
CRD#: 111610 / SEC#: 801-55234
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/27/2016)
Exams
Current Firm
KELLER WEALTH ADVISORS
CRD#: 111610 / SEC#: 801-55234
Contact information
SEC notice filing (3 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,259 |
| AUM (Assets Under Management) | $ 824,730,230 |
Red Flags
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