Kraig Keller

Background

About Kraig Keller

For over 40 years the team has assisted individuals and small businesses, locally and regionally, pursue their financial goals with thoughtful, tax sensitive investment guidance. My goal is to provide transparent, simple solutions that are easily implemented. Knowing we make a positive difference in the lives of the families & organizations we serve fuels my passion. I am married w/4 children & live in Milford Ohio. GETTING TO KNOW ME: As a native of Cincinnati and one of eight kids, I have come to the financial services industry honestly. My father was the owner of the Keller Insurance Agency for 52 years and two of my three brothers enjoy successful careers in the business. My informal experience started when I was very young when my mother taught me how to read the stock page. However, my true industry experience started with four years managing an office in Cincinnati for a large wire house. Today my mission is to be the industry standard in investment consulting services for the sophisticated investors. I offer a customized format tailored to address each client’s unique needs. In addition, I have created a proactive approach in guiding timely investment decisions, driven by my clients’ distinctive needs. I follow a disciplined investment consulting process that begins and ends with my clients. How do you build the dream from where you are to where you want to be? It starts with desire, commitment and a well-designed game plan. I believe in this one universal truth. We all need partnership in life and collectively we are better together. My professional goal is to understand your life’s goals, dreams and aspirations. My pledge is to deliver a quality investment experience. This begins with a deep understanding of who you are and what is most important to you, then tailoring a plan to fulfill your dreams. AIF. Licenses Registrations: Multiple State Life, Health Accident Insurance, Securities Registrations: 7, 66.