Adam S Keller, CLU®
Wealth Management Advisor


The Keller Group

Professional

Adam S. Keller is the owner and founder of The Keller Group. The Keller Group is proud to have Northwestern Mutual Wealth Management Company and Northwestern Mutual Life Insurance Company as his partners.  He has been in the financial service industry since 2003.

Adam earned his Bachelor of Letters & Science from the University of Wisconsin. Through the American College, Adam has completed the necessary requirements to earn the designation Chartered Life Underwriter (CLU®) is an active member in good standing.  The CLU is a professional expertise designation that requires proficiency in everything you demand in a Wealth Management Advisor; estate planning, investment planning, income taxation, retirement planning & insurance planning.

Series 65 - Financial Industry Regulatory Authority (FINRA)

Series 6 - Financial Industry Regulatory Authority (FINRA)

Series 63 - Financial Industry Regulatory Authority (FINRA)

CLTC - Long Term Care Certified - Corporation for Long Term Care Certification, Inc.

CLU - Chartered Life Underwriter - The American College of Financial Services

Fundamentals of Insurance Planning - HS311 - The American College of Financial Services

Individual Life Insurance Planning - HS323 - The American College of Financial Services

Fundamentals of Estate Planning - HS330 - The American College of Financial Services

Investment Planning - HS328 - The American College of Financial Services

Planning for Retirement Needs - HS326 - The American College of Financial Services

Personal and Corporate Income Taxation - HS321 - The American College of Financial Services

Life Insurance Law - HS324 - The American College of Financial Services

Planning for the Business Owner and Professional Executive - HS331 - The American College of Financial Services

Life, Disability and Health Insurance Certified - State of Wisconsin

 

 

 

 

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