Advisor at AssetMark, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
AssetMark, Inc.
Location
Phoenix, AZ 85012
Credentials
Series 63, Series 66
Industry experience
1 year
Christopher Keller is a financial advisor at AssetMark, Inc. with one year of industry experience. He holds the Series 63 and Series 66 licenses and has worked at firms including Ziegler Capital Management and FNEX Capital LLC. Keller’s background also includes roles outside finance, such as employment at the University of Notre Dame and involvement with GCI Remodeling and Scottsdale Batting Cages. AssetMark, Inc. is an SEC-registered investment adviser that provides advisory, consulting, and managed-account services to financial advisors, institutions, and individual clients. The firm manages a multi-billion dollar platform and offers a range of investment solutions including model portfolios, retirement plan services, and private markets allocations.
Based on AssetMark, Inc.
Based on AssetMark, Inc.
$0 - $250,000: 0.95% Platform Fee $250,001+: 0.25% Platform Fee or lower depending on account size and solution
Account minimum: $25,000
3200 N. Central Avenue, 7th Floor
Phoenix, AZ 85012
Arizona
AssetMark Financial Holdings, Inc
2025 - Present (1 year)
AssetMark Brokerage, LLC
2025 - Present (1 year)
Unemployed
2024 - 2025 (1 year)
FNEX Capital LLC
2024 - 2024 (1 year)
FM Investments, LLC
2023 - 2024 (1 year)
Ziegler Capital Management
2020 - 2023 (3 years)
University of Notre Dame
2020 - 2020 (1 year)
GCI Remodeling
2019 - 2020 (1 year)
University of Notre Dame
2017 - 2019 (2 years)
Scottsdale Batting Cages
2015 - 2017 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Other specialized services
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
CFP®, Series 63, Series 66
Scottsdale, AZ
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Series 65
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CFP®, Series 63
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Series 63, Series 65
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Series 63, Series 65
Scottsdale, AZ
Karpinski Financial, LLC
Series 65
Scottsdale, AZ
DeGreen Private Wealth, LLC
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