A complete list of active advisors currently associated with Ketron Financial LLC
Warmer can help you find a great advisor at Ketron Financial LLC or one who fits your needs even better.
Ketron Financial serves individual clients—including high-net-worth individuals—as well as pension and profit-sharing plans and charitable organizations, offering discretionary portfolio management, financial planning, estate transition planning, selection of third‑party advisers, and pension consulting. The firm documents client objectives in an Investment Policy Statement, manages accounts on a discretionary basis, and reports that it imposes no account minimums. The firm’s investment approach blends fundamental analysis, modern portfolio theory and quantitative methods with a long‑term trading orientation, and it typically recommends diversified allocations across mutual funds, ETFs (including precious‑metals ETFs), equities, fixed income, TIPS, private placements and annuities. Ketron may place client assets with third‑party managers (including Morningstar Managed Portfolios), conducts due diligence on those managers, and requires Schwab Institutional custody while using broker/custodian research and soft‑dollar resources to support its investment decisions. Notable for a firm registered in 2024, Ketron reports roughly $384 million in assets under management across a three‑advisor team and about 252 clients, producing a relatively high AUM‑per‑advisor profile compared with many peers. The brochure discloses affiliated industry activities and compensation practices—supervised persons act as registered representatives of a broker‑dealer and as insurance agents, the firm accepts commissions and engages in fee‑sharing with selected third‑party advisers—which are documented as potential conflicts in client files.
To learn more about the advisors currently working at Ketron Financial LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Novato, CA
| 27
| |
Novato, CA
| 56
| |
Novato, CA
| 10
|
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