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Keatsconnelly is a RIA based in Phoenix, AZ with $325M in AUM and with 16 advisors nationwide.

Advisors (16)

Name Start Date
Renee Susan Bellefeuille Oct 2010
Nathaniel Gjermund Gehring Nov 2014
Sally Ann Taylor Feb 2009
David Harvey Levine Mar 2009
Brad Lee Reichert Feb 2015
*Unless otherwise noted, an advisor's inclusion in the above list is based on that advisor's registration as per their SEC registration filing. Please note that the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an advisor listed above may no longer be employed by that firm. Please contact the firm directly to determine the employment status of the advisors listed above.

Top ETF Holdings

No ETF holdings data available.

Firm Assets Under Management

Total Assets
Estimated Average Account Balance
*The AUM displayed is firm level data as reported on the SEC ADV filings and may not reflect all of a firm's assets.
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.


  •   Keats Connelly and Associates Inc. (75% or more)
  •   Executives with less than 5% share each

*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.

Executives and Control Persons

Name Title Tenure Date
Dale Allen Walters Chief Executive Officer/Chief Compliance Officer 10/01/2008

Affiliated Investment Advisors and Broker Dealers

No firm affiliates listed.

Principal Office & Place of Business

Principal Office

3336 N. 32nd Street
Phoenix , AZ 85018-6241
Phone Number: 602-955-5007
Other Offices Address City State Zip
1880 N Congress Ave Boynton Beach FL 33426-8671
3336 N. 32nd Street Phoenix AZ 85018-6241

Firm Compensation Arrangements

Types of Compensation Arrangements

  • Percentage of Assets
  • Hourly Charges
  • Fixed Fees