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Kevin K

Series 63, Series 65

Catawba, SC

Delta Investment Management, LLC

Kevin Keller is a financial advisor with Delta Investment Management, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at Carolina Piedmont Investments, Retirement Wealth Advisors, and Ohio National Financial Services. Outside of advising, he is involved in managing a timber farm and supports marketing and business management for a real estate firm. Delta Investment Management provides discretionary investment management and consulting to individuals, institutions, trusts, and pension plans, also serving as a subadvisor to other firms. The firm offers a range of strategies including systematic ETF rotation, concentrated equity mandates, and alternative investments, integrating financial planning with asset management.

Passive / index investing Active portfolio management Tax-loss harvesting Private / alternative investments
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