Richard Keltner

About Richard Keltner

Have spent the balance of my career supporting the development of new Wealth Management products and capabilities to financial advisors and portfolio managers. I have held senior roles with leading investment platform providers (Charles River Development, InvestCloud, Security APL) and leading advisory services providers (AssetMark, Cetera/First Allied). In recent years, have been focusing my professional efforts towards developing and delivering new advisor centric capabilities that enable them to offer more personalized solutions and engagement to their clients. Tax Transition, Direct Indexing, and UMA’s are all product areas where I am focusing my time and talents to help deliver more innovative solutions to the marketplace. I am passionate about wealth management and excited by it’s ongoing evolution and change.

Experience

1. Vice President, Tax Innovation

   LPL Financial

   Apr 2026 — Present · San Diego, CA, US

Education

• San Diego State University

  BS: Business Administration, Finance

  1992 — 1996

• University of Florida

  Business Administration and Management, Finance

Skills

• Risk Management
• Portfolio Management
• Trading Systems
• Finra
• Strategic Planning
• Managing Accounts
• Business Development
• Strategy
• Wealth Management
• Managed Accounts
• Investments
• Process Improvement
• Cross-Functional Team Leadership
• Management
• Vendor Management
• Customer Service
• Asset Management
• Sdlc
• Fixed Income
• Investment Management
• Business Analysis
• Financial Services
• Crm
• Asset Managment
• Customer Relations
• Relationship Management