Dan Keller, CPA brings a strong foundation in tax and financial planning to the Keller Team at LPL Financial, which he joined in 2022. With nearly a decade of experience in the accounting and financial services industry, Dan specializes in delivering personalized, tax-efficient wealth management strategies tailored to the needs of individuals and families.
Before transitioning into financial advising, Dan spent seven years in Chicago with RSM US LLP in the Private Client Services group, where he advised high-net-worth clients on complex tax planning, compliance, and wealth transfer strategies. His background as a CPA gives him a unique perspective in integrating tax considerations into broader financial planning and investment decisions.
He holds the FINRA Series 7 (through LPL Financial) and Series 66 (through HighPoint Advisor Group and LPL Financial) securities registrations, along with state licenses in life, health, and long-term care insurance.
A proud graduate of the University of Illinois at Urbana-Champaign, Dan earned both his bachelor’s and master’s degrees in accounting, with a concentration in taxation.
Originally from St. Charles, Dan now lives in South Elgin with his dog, Bear. Outside of work, he enjoys golfing, staying active, spending time with family and friends, and cheering on the Cubs and Bears.