Work Hard, Be Kind, Stay Humble
The Keller Group
Adam S Keller
Wealth Management Advisor|CLU®, CLTC®, AEP®
To help every single soul, that lets me, impact their life for the better.
Personal
Guiding You to Financial Security with Personal Experience and Professional Expertise
When Adam Keller was a young boy, his grandfather taught him about stocks, taxes, and saving money. These early lessons laid the foundation for Adam's lifelong passion for financial planning. Growing up, Adam witnessed firsthand the importance of strong client relationships through his father, a business owner who demonstrated the value of trust and dedication in serving clients. Together, these influences shaped Adam's goal: to help clients save money while achieving their financial objectives.
By high school, Adam's part-time jobs funded his investments, establishing a disciplined savings habit and igniting his desire to plan for the future. This early start in financial management set the stage for a successful career dedicated to helping others achieve financial security.
After graduating from UW-Oshkosh, Adam met Elizabeth in 2006, and they married in 2008. The couple settled in Waukesha County, where they raise their three children: Emmersen, Noah, and Isabel. As active members of St. Dominic Parish and Catholic School, the Keller family values community involvement and faith. They cherish family vacations to visit Adam’s brother Lucas in California and enjoy summers in Door County, WI.
Adam’s commitment to his clients is mirrored in his dedication to his family. He understands the profound importance of safeguarding the ones you love and knows what it takes to provide financial security for them. Adam has ensured his family's financial future, and he is passionate about helping you do the same.
Professional
Owner and Founder of The Keller Group
Adam S. Keller is the owner and founder of The Keller Group, a premier financial services firm dedicated to helping clients achieve their financial goals. By partnering with Northwestern Mutual Wealth Management Company and Northwestern Mutual Life Insurance Company, Adam leverages top industry resources to offer exceptional financial planning and wealth management services.
With over two decades in the financial services industry, Adam has been advising clients since 2003. His expertise covers a wide range of financial services, ensuring each client receives a strategy tailored to their unique needs.
Unique Qualifications
- Accredited Estate Planner (AEP®): One of only two at our Greater Milwaukee Group firm, awarded by the National Association of Estate Planners & Councils for meeting high standards of education, experience, and professional reputation.
- Chartered Life Underwriter (CLU®): Earned through the American College, signifying proficiency in estate planning, investment planning, income taxation, retirement planning, and insurance planning
Why Choose Adam Keller and The Keller Group?
Adam’s holistic approach integrates all aspects of your financial life, from retirement and investment management to risk mitigation and estate planning. His personalized strategies aim to secure your financial future and offer peace of mind.
Start Your Financial Journey
Join the many clients who trust Adam Keller for their financial planning needs. Whether starting out, planning for retirement, or preserving wealth, Adam and The Keller Group can help you navigate your financial journey with confidence.
Achieve your financial goals with expertise and personalized service from Adam Keller and The Keller Group.
Certifications and Designations
- Series 7 - General Securities Representative Examination
- Series 65 - Uniform Investment Adviser Law Examination
- Series 63 - Uniform Securities Agent State Law Examination
- Series 6 - Investment Company Products/Variable Contracts Representative Examination
- SIE - Securities Industry Essentials Examination
- Financial Industry Regulatory Authority (FINRA)
- AEP - Accredited Estate Planner® Designation is awarded only to estate planning professionals who meet special requirements of education, experience, knowledge, professional reputation, and character.
- CLTC - Long Term Care Certified - Corporation for Long Term Care Certification, Inc.
- From the The American College of Financial Services
- CLU - Chartered Life Underwriter
- Fundamentals of Insurance Planning - HS311
- Individual Life Insurance Planning - HS323
- Fundamentals of Estate Planning - HS330
- Investment Planning - HS328
- Planning for Retirement Needs - HS326
- Personal and Corporate Income Taxation - HS321
- Life Insurance Law - HS324
- Planning for the Business Owner and Professional Executive - HS331
- Life, Disability and Health Insurance Certified - State of Wisconsin
Here are my areas of expertise
Although my experience lends me to solving a variety of challenges that you may have, here are some of the more common goals clients hire our team to help with.
Financial Planning
Advisory Services
Charitable Planning
Planning for Special Needs
Retirement Planning & Income Strategies
Education Planning & Funding
Estate Planning
Life Insurance Strategies
Lending a hand in my community.
His involvement with the community is both professional and personal. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Life Navigators
The mission of Life Navigators is to improve the quality of life for individuals with disabilities and their families.
Little Warrior Foundation
The relentless pursuit of a complete & Permanent cure for Ewing sarcoma.
Painting for Pediatrics
By raising awareness, help fund research, and providing financial relief for families battling childhood cancer, we hope to positively impact precious young lives and give families the opportunity to regain self-confidence and a sense of belonging.
St. Dominic Catholic Parish
At St. Dominic Catholic Parish you will discover a warm group of genuine people with a desire to seek Christ, know Christ and become Christ, each one for the sake of all.
Dec My Room
Dec My Room's vision is to create personalized healing places for long term pediatric and young adult patients. We enhance the lives of children who are admitted into a hospital for a prolonged amount of time, three weeks or longer. Dec My Room Volunteers personalize the hospital room upon their arrival with items that complement the special likes and interests of the individual patient. These items are for the patient to enjoy during their stay and take home when they leave. Dec My Room is a unique and innovative charitable program. Our efforts help improve the attitudes of patients and their healing process. Dec My Room is funded by grants, charitable donations, and volunteers support.
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
