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.  Adam is the only Accredited Estate Planner (AEP®) at our Greater Milwaukee Group firm. This designation is earned through the National Association of Estate Planners & Councils.  Accredited Estate Planner® Designation is awarded only to estate planning professionals who meet special requirements of education, experience, knowledge, professional reputation, and character. 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 7 - General Securities Representative Examination

Series 65 - Uniform Investment Adviser Law Examination

Series 63 - Uniform Securities Agent State Law Examination

Series 6 - Investment Company Products/Variable Contracts Representative Examination

SIE - Securities Industry Essentials Examination

Financial Industry Regulatory Authority (FINRA)

 

National Association of Estate Planners and Councils

AEP - Accredited Estate Planner® Designation is awarded only to estate planning professionals who meet special requirements of education, experience, knowledge, professional reputation, and character.

https://www.naepc.org/designations/estate-planners

 

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

 

 

 

Adam S Keller, CLU®, CLTC®, AEP®
Wealth Management Advisor


The Keller Group

 

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