KEUDELL MORRISON WEALTH MANAGEMENT, LLC of SALEM, OR is an SEC-registered investment adviser (CRD 292600). Regulatory assets under management: $921.5M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Michael Andrew Morrison | MANAGING PARTNER/MEMBER | Salem, OR |
| Larry Kevin Keudell | PARTNER/MEMBER | — |
| Joel K Blount | PARTNER/MEMBER | — |
| Stephanie Anne Smith | PARTNER/MEMBER | — |
| Amanda Marie Shine | CHIEF COMPLIANCE OFFICER, PARTNER, COO | — |
| SMITH LAURA ANNE | MEMBER; PARTNER/MEMBER | — |
| MORRISON SCOTT ANDREW | CHIEF COMPLIANCE OFFICER, MEMBER; MANAGING PARTNER/MEMBER; MEMBER | — |
| KEUDELL LARRY KEVIN | MEMBER; PARTNER/MEMBER | — |
| BLOUNT JOEL K | MEMBER; PARTNER/MEMBER | — |
| SHINE AMANDA MARIE | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, PARTNER, COO; COO | — |
| Joseph Michael Morelli | PARTNER | — |
| Max Joseph Elvrom | PARTNER | — |