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Advisors / Michigan / Grosse Pointe Farms
26yrs

Daniel Keller

Financial advisor at Raymond James & Associates

Daniel Keller is a fiduciary financial advisor in Grosse Pointe Farms, Michigan, with 26 years in the industry. Daniel joined Raymond James & Associates in 2010, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.

One of 88 advisors with offices in Grosse Pointe Farms, and one of 85 fiduciaries.

Grosse Pointe Farms, MI 48236Top 25% by experience nationwideFiduciary advisor

At a glance

Experience26 years (since 2000)
How that compares ?Top 25% by experience nationwide
Office15 And 21 Kercheval Avenue 2 Suites, Same Building, Grosse Pointe Farms, MI 48236
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$788,879
Advisors at the firm5,796
States licensed ?1 state

Services through Raymond James & Associates

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 66Uniform Combined State Law Examination

Career

  1. 2010 – now

Questions to ask Daniel

Tailored to Daniel’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Daniel

How do I contact Daniel?

Call Raymond James & Associates at 727-567-1000 and ask for Daniel Keller. Daniel works from the Grosse Pointe Farms, MI office.

How long has Daniel been a financial advisor?

Daniel has been in the industry since 2000, about 26 years. Top 25% by experience nationwide.

What licenses does Daniel hold?

Series 66. Tap any license on this page to see what it allows.

Is Daniel a fiduciary?

Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Daniel paid?

Raymond James & Associates reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Daniel for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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