Keith Haskell
Advisor at Dobson Street LLC
Updated today
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
Dobson Street LLC
Location
Orlando, FL 32809
Credentials
CFP®, Series 63
Industry experience
36 years
About
Keith Haskell is a CFP® with 36 years of industry experience, currently serving at Dobson Street LLC since 2017. His prior experience includes roles at Wilbanks Securities Advisory and Wilbanks Securities, Inc. He also serves as Chairman of the Finance Committee and Treasurer at Pines Castle United Methodist Church. Dobson Street LLC provides discretionary portfolio management and financial planning for individuals, families, trusts, estates, business entities, and qualified plans. The firm’s approach combines fundamental and technical analysis to tailor investment strategies documented in client-specific Investment Policy Statements, emphasizing low-cost index and no-load mutual funds with regular portfolio reviews.
Expertise
Based on Dobson Street LLC
Wealth management
Retirement plans for business owners (SEP, solo 401k)
Annuities
Real estate investing
Fee options
Fixed retainer (flat fee for the year) or project fees, negotiated
$250 to $400 per hour (negotiated hourly fee)
Location
1650 Sand Lake Road, #115
Orlando, FL 32809
Most active in
Keith H has reported serving >5 clients in these states in the last 12 months.
Florida
Work history
Dobson Street LLC
2017 - Present (9 years)
Cabot Lodge Securities LLC
2017 - Present (9 years)
Wilbanks Securities Advisory
2009 - 2017 (8 years)
Wilbanks Securities, Inc.
2009 - 2017 (8 years)
Keith L. Haskell, Cfp
1994 - Present (32 years)
Bee Square Tax Service
1970 - Present (56 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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