Keith Wheeler

Keith Wheeler

Financial Advisor

Keith’s professional goal is to offer his experience to help his clients pursue financial independence given the resources they have available.The business of Wall Street is about managing risk, not profit, and he works to see that we keep our eye on that target.  With over thirty years in the financial industry he has covered some of the largest fixed income portfolio managers in the country.  He has covered multi-billion dollar pension funds through turbulent times and he brings that unique market experience to your portfolio with an even greater appreciation for how hard you worked to attain your wealth.

COMMUNITY

Keith has always been involved in his hometown community of Novato California. He was extremely active in coaching both baseball and soccer when his boys were young. He served on the Board of the Novato Youth Soccer League and was an age group coordinator.

Keith has served for three years on the Novato Chamber of Commerce and is currently and Ambassador for the Chamber.

APPROACH 

Keith is here to listen to your goals and your priorities. Through the prism of the financial planning tools at his disposal he will work with you to fund educations, retirement and ultimately wealth transfer. 

BACKGROUND

Keith has over thirty-five years of experience in the Financial Services Industry.  Specializing in Taxable Fixed Income he has worked at the largest wire houses in the industry including Bank of America, DLJ, Lehman Brothers, Merrill Lynch and Morgan Stanley.  He is really excited to be joining LPL Financial which is truly an independent voice for financial advise as the largest provider of services to independent Wealth Managers.

QUALIFICATIONS

University of Colorado- BA Molecular Biology
Series 7 General Securities NYSE/NASD
Series 63 and Series 65 Uniform Investment Advisor Law
Life Agent CA License No. 0522776
NMLS ID: 1724517


 

Phone 415-506-4569
Fax 415-508-3467