Drew W. Keller

KELLER FINANCIAL GROUP

CAMP HILL, PA 17011

Some features on this profile are disabled

CRD#: 8246600

Professional summary

Drew Walter Keller is a registered financial advisor currently at KELLER FINANCIAL GROUP located in Camp Hill, Pennsylvania.

Drew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Drew has worked at 1 firm and has passed the Series 65 exam.

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.

Second Brick Capital, not investment related, 3815 Market St, Camp Hill, PA 17011, Owns four franchises of Merry Maids, Partner, start date 7/2025, time spent: 2 hour per month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Drew Walter 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

April 29, 2026 - Present

KELLER FINANCIAL GROUP

Office #1: 3815 Market Street, Camp Hill, PA 17011

RIA

CRD#: 328195

CAMP HILL, PA

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".

KELLER FINANCIAL GROUP

KELLER FINANCIAL GROUP | KELLER FINANCIAL GROUP, INC.

CRD#: 328195 / SEC#: 801-128879

RIA

Registered Investment Advisory firm - (10/12/2023 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

Pennsylvania
(4/29/2026)

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

State Security Law Exam

IAR

Series 65

Date: 4/29/2026

Uniform Investment Adviser Law Examination

Current Firm

KELLER FINANCIAL GROUP

KELLER FINANCIAL GROUP | KELLER FINANCIAL GROUP, INC.

CRD#: 328195 / SEC#: 801-128879

RIA

Registered Investment Advisory firm - (10/12/2023 Approved)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

3815 Market Street, Camp Hill, PA 17011

Mailing Address

Phone number

(717) 516-0700

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A- KELLER FINANCIAL GROUP (3/26/2025)

Regulatory assets under management

Total Number of Accounts	79
AUM (Assets Under Management)	$ 134,964,415

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.

Similar Advisors

Johnkarl Council

EQUITABLE ADVISORS, LLC

NEW YORK, NY

Ralph Jones

OPPENHEIMER & CO. INC.

IAR

DENVER, CO

Melissa Grass

FREEDOM FINANCIAL ADVISORS, LLC

IAR

SOUTH CHARLESTON, WV

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Drew W. Keller

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Drew Walter Keller's CRS (Customer Relationship Summary).

Certified licenses

Experience

KELLER FINANCIAL GROUP

Primary Firm SEC Registration

KELLER FINANCIAL GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 4/29/2026

Current Firm

KELLER FINANCIAL GROUP

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

KELLER FINANCIAL GROUP

TRUST BUT VERIFY

Similar Advisors