Keiser Wealth Management

What Keiser Wealth Management does

Keiser Wealth Management is an independent, founder-owned financial advisory practice founded in 2005 and headquartered at 11324 Davenport Street in Omaha, Nebraska. The firm is led by Ryan Keiser (Owner and CEO), a financial professional with over 20 years of industry experience and a degree from Brigham Young University, who delivers personalized financial planning services through a Registered Investment Advisor relationship with LPL Financial (Member FINRA/SIPC). Service offerings span tax-advantaged investing, cash flow analysis, college planning, retirement planning, investment portfolio analysis, estate planning, and multi-carrier insurance analysis, with the firm licensed to serve clients across 27 U.S. states including Nebraska, Iowa, Colorado, Texas, Florida, and California.

The firm operates a sales-led, direct-advisory distribution model with no proprietary technology stack, relying instead on LPL Financial's broker-dealer and back-office infrastructure for account management, research, custody, and reporting. Client engagement is supported by an Account Access Portal that integrates with major 401(k) recordkeepers (John Hancock, Nationwide, ADP, Fidelity, Empower, and Principal), and a content-driven Learning Center offering financial calculators, weekly market commentary from LPL Research, newsletters, flipbooks, educational videos, and a tax library. Marketing is concentrated on the firm's website, LinkedIn presence, and email newsletters targeting top-of-funnel and mid-funnel prospects.

Revenue is generated through recurring securities and advisory fees facilitated through LPL Financial, supplemented by commissions from insurance product placements across multiple carriers. The firm employs 1-10 people, has not raised outside funding, and is privately held by its founder with no disclosed institutional or private equity sponsorship.

Name

Keiser Wealth Management

Legal name

Keiser Wealth Management

Website

https://keiserwealth.com

Company type

Private

Founded year

2005

Operating status

Operating

Headcount range

1–10 employees

Short description

Keiser Wealth Management is an independent, founder-owned financial advisory firm in Omaha, Nebraska, providing retirement planning, tax-advantaged investing, estate planning, and multi-carrier insurance analysis to individuals and small businesses across 27 U.S. states via an LPL Financial affiliation.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)

SIC

Investment Advice (6282)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

akta.pro secondary industries

Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers) (FSAAACAE), Business Owner & Executive Financial Planning (FSAEAAAO), Tax-Advantaged Investing & Wrappers (ISA, 529, Insurance Bonds, etc.) (FSAAAAAL)

Keywords

• Financial planning services
• Retirement planning
• Investment advisory
• Estate planning
• Insurance analysis

Headquarters

HQ city

Omaha

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations, Technology or R&D, Infrastructure

Revenue model

1. Financial Advisory Services: Revenue is generated through securities and advisory services fees facilitated through LPL Financial, a registered investment advisor and broker-dealer. The firm provides personalized financial planning services including tax-advantaged investing, retirement planning, estate planning, investment portfolio analysis, and insurance analysis.
2. Insurance Products: The firm offers insurance analysis services, able to shop multiple insurance companies to find appropriate coverage at affordable prices, generating commissions through insurance product recommendations.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels6 records

Core offering

Keiser Wealth Management delivers personalized financial planning and advisory services to individuals, families, and small business owners. The firm bundles tax-advantaged investing, cash flow analysis, college planning, retirement planning, investment portfolio analysis, estate planning, and insurance analysis into a single relationship-based offering, supported by an educational Learning Center with calculators, newsletters, videos, flipbooks, and market commentary. Securities and advisory services are facilitated through LPL Financial as a Registered Investment Advisor.

Product overview

Keiser Wealth Management is a financial advisory firm offering a single integrated service model combining personalized financial planning with educational resources. The core offering includes seven primary planning services: Tax-Advantaged Investing, Cash Flow Analysis, College Planning, Retirement Planning, Investment Portfolio Analysis, Estate Planning, and Insurance Analysis. These are complemented by a comprehensive Learning Center that provides clients with Financial Calculators, Market Commentary, Newsletters, Flipbooks, Videos, and a Tax Library. The firm also provides an Account Access Portal connecting clients to various 401(k) platforms. Services are delivered through Ryan Keiser as Owner and CEO, operating as a Registered Investment Advisor affiliated with LPL Financial (Member FINRA/SIPC).

Differentiator

Problem solved

Functional benefit

Products and services

• Tax-Advantaged Investing Strategies to reduce tax liability and maximize investment returns through tax-advantaged accounts and investment vehicles, offered to individuals and small business clients.
• Cash Flow Analysis Budgeting analysis services that help clients manage everyday income and expenses to improve overall financial wellness.
• College Planning Long-term planning services that help families prepare financially for higher education expenses.
• Retirement Planning Investment strategy design services that help clients pursue retirement goals through customized investment approaches.
• Investment Portfolio Analysis Ongoing monitoring and adjustment of investment portfolios with performance reporting and market-condition-based rebalancing.
• Estate Planning Wealth preservation services focused on transferring assets from generation to generation according to client wishes.
• Insurance Analysis Multi-company insurance shopping service that identifies appropriate coverage at the most affordable price for clients.
• Personal Auto Insurance Quote request service for personal auto insurance coverage offered through the firm's insurance shopping capability.
• Personal Homeowners Insurance Quote request service for personal homeowners insurance coverage offered through the firm's insurance shopping capability.
• Commercial Insurance Policies Quote request service for commercial insurance policies offered to business clients.
• Health Insurance Quote request service for individual and family health insurance coverage.
• Life Insurance Quote request service for life insurance coverage as part of the firm's insurance analysis offering.

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• LPL FinancialcoreStrategic or Co-development PartnerLPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm provides a technology platform, research resources, and brokerage services for independent financial advisors. LPL does not offer proprietary investment products or engage in investment banking activities, meaning advisors affiliated with LPL are not pressured to sell its products. Thousands of financial advisors nationwide rely on LPL's tools and resources.

Scale indicators1 record

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• Edward Jones: National wealth management firm offering retirement planning, investment advisory, and insurance analysis to individuals and small businesses; comparable services and target market but a much larger, branch-based incumb
• Edelman Financial Engines: Large RIA offering financial planning and investment advisory to individuals and business owners; broader incumbent competing for retirement-planning clients but at greater scale and with hybrid digital-advisor delivery.
• Northwestern Mutual: Large incumbent wealth management and insurance provider offering retirement planning, investment advisory, and insurance products to individuals and small businesses; competes for the same client base as Keiser but with proprietary products and a much larger advisor force.
• Ameriprise Financial: Broad wealth management and financial planning provider with a large captive advisor force; serves the same individuals and small business owners but operates at greater scale with proprietary products.

Direct peers

• Cetera Financial Group: Independent advisor support platform serving solo and small practices with brokerage, RIA, and technology infrastructure; directly comparable as a competing IBD/RA platform to LPL.
• Halbert Hargrove Global Advisors: Independent, fee-only RIA serving individuals and families with comprehensive financial planning and wealth management; comparable as a similarly sized independent advisory practice with comparable service breadth.
• Kestra Financial: Independent wealth management platform supporting independent financial advisors with custody, technology, and practice-management resources; operates a similar model to LPL where Keiser-affiliated advisors run their own RIA practices.
• Commonwealth Financial Network: Large independent broker-dealer/RIA serving independent financial advisors nationwide with practice management and platform support; comparable to LPL in scale and to Keiser in the solo-advisor operating model.
• Cambridge Investment Research: Independent broker-dealer/RIA platform supporting thousands of affiliated advisors, directly comparable to Keiser's LPL-affiliated independent RIA model in offering infrastructure, research, and back-office support to solo practices.

Emerging players

• Schwab Intelligent Portfolios: Automated/digital RIA offering low-fee portfolio management to retail investors; an emerging digital competitor that pressures the fee structure of traditional relationship-led advisors like Keiser.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat2 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/keiser-wealth-management

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Keiser Wealth Management