Geoff Keller

Western Retirement Consultants

5251 DTC Pkwy
Ste 1045

Greenwood Village, CO 80111

720-926-0814

About Western Retirement Consultants

Our focus is rooted in engagement and trust we pride ourselves in acting in your best interest and providing quality service.

Our commitment to you:

Prompt and courteous responses to all inquiries Keep it Simple approach A high touch service model Knowledgeable consultants to oversee your Retirement Program and personal planning needs Confidence regarding your financial situation.

General Information

Firm Start Year

No.of Employees

2-4

CRD#

5477551

Firm CRD#

6413

Years of Experience in Financial Services

Work Experience

Prior to joining Western Retirement Consultants, I worked for a premier insurance planning firm in the Denver area specializing in Wealth Transfer, Legacy Planning and Philanthropic Funding. I also spent over 12 years at Oppenheimer Funds as a Vice President, and Senior Advisor Consultant specializing in portfolio construction and wealth management strategies.

Work with the following types of clients

Non-Profit Organizations, Individual Investors, Businesses

Advisory Services Provided

Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting, Wealth Management

Services

Investment Types

Exchange Traded Funds (ETFs), Mutual Funds, Stocks, Annuities, Insurance, Alternative Investments, Socially Responsible Investments (SRI)

Can meet clients in the following ways

Our Offices, Your Home, Via Phone, Your Office, Video Conference

Compliance

Registered Representative

Yes

Investment Advisor Representative

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CPWA^®, CIMA^®

Securities Licenses

Series 6, Series 7, Series 63, Series 65

Insurance and Annuity Licenses

Variable Life, Variable Annuity, Life, Annuity, Disability

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Based on Assets

Hourly Rate

$200

Disclosures

LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

LPL WiserAdvisor Cash Solicitor Disclosure

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/wiseradvisor/wiseradvisor-lpl-solicitor-disclosure.pdf

Disclaimer

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. For a list of states in which I am registered to do business, please visit www.wrcwealthadvisory.com.

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We pre-screen advisors for: - Experience (minimum FIVE years required) - Advisor Compensation (fee-based or fee-only) - Licensing and disclosures with SEC.

We guarantee that, based on fit and availability of advisors in your area, you will be matched with NO MORE than three advisors.