Keudell Morrison Wealth Management, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 292600
- SEC number
- 801-112770
- Firm type
- RIA
- Assets under management
- $921.5M as of Mar 23, 2026
- Website
- www.keudellmorrisonwm.com ↗
- Phone
- (971) 209-4500
- Address
- 235 Front St. Se, Salem, OR, 97301
Advisors at this firm
8 in our index · page 1 of 1
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Joel K BlountCRD 4480023 · Salem, ORIA RegisteredRegistration inactive
-
Max Joseph ElvromCRD 5811251 · Salem, ORIA RegisteredRegistration inactive
-
Larry Kevin KeudellCRD 1268240 · Salem, ORIA RegisteredRegistration inactiveDisclosure event(s) on record
-
Michael Andrew MorrisonCRD 2827037 · Salem, ORIA RegisteredRegistration inactiveDisclosure event(s) on record
-
Joseph Michael MorelliCRD 7506257 · Salem, ORIA Registered
-
Kurt PotterCRD 8033364 · Salem, ORIA Registered
-
Amanda Marie ShineCRD 5978342 · Salem, ORIA RegisteredRegistration inactive
-
Stephanie Anne SmithCRD 2773880 · Salem, ORIA RegisteredRegistration inactive
1–8 of 8
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 292600 ↗
FINRA BrokerCheck record for firm CRD 292600 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.