Katherine E Keeler
Advisor at Merrill — Reno, NV Kietzke Ln
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 66
Experience Industry experience
4 years
Location
Reno, NV 89511
Merrill
Institution
Katherine Keeler is a Financial Advisor at Merrill Lynch Wealth Management, where she manages a wealth management practice. She focuses on assisting retirees, individuals preparing for retirement, and those navigating newly acquired wealth, including inheritance or proceeds from business sales. Katherine's approach emphasizes simplifying complex financial decisions and fostering confidence in legacy planning and asset transfer strategies.
Her areas of expertise include legacy planning, managing new wealth, and personal retirement planning. Katherine holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Her educational background includes a High School Diploma from Blue Valley Southwest, attendance at the University of Kansas without degree conferral, and an Associate's Degree from Johnson County Community College.
Outside of her professional work, Katherine has personal interests in adventure sports, biking, hiking, skiing, and yoga. Her financial philosophy centers on uncovering what matters most to clients and their families to develop strategies aimed at pursuing their financial goals.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Reno, NV Kietzke Ln
5370 Kietzke Ln
Reno NV 89511
Advisors at this office
24
Nevada · Texas
4 years of industry experience
Bank Of America, N.a.
2023 - Present • 3 years
Reno, NV
Merrill
2023 - Present • 3 years
Reno, NV
Fidelity Investments
2021 - 2023 • 2 years
Reno, NV
Nebraska Furniture Mart
2018 - 2021 • 3 years
Overland Park, KS
UNEMPLOYED
2017 - 2018 • 1 year
Overland Park, KS
University of Kansas
2016 - 2018 • 2 years
Lawrence, KS
Johnson County Community College
2016 - 2020 • 4 years
Overland Park, KS
Title Boxing Club
2015 - 2017 • 2 years
Overland Park, KS
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
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Other specialized services
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Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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