# Larry Keudell

> Larry Keudell is a fee-only financial advisor at Keudell Morrison Wealth Management in Salem, Oregon, who holds the CFP credential. Keudell Morrison Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/larry-keudell/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Keudell Morrison Wealth Management
- **Based in:** Salem, Oregon
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $921.5M across 2,083 accounts
- **Credentials:** CFP
- **CRD:** 1268240 (https://adviserinfo.sec.gov/individual/summary/1268240)
- **SEC registration:** Investment adviser representative in CA, LA, OR, TX, WA
- **Exams passed:** Series 63 (1984), Series 65 (1992)
- **Firm size:** 11 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://www.keudellmorrisonwm.com/

## Frequently asked questions

### Is Larry Keudell a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Larry holds no broker registration, and Keudell Morrison Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Larry charge for financial advice?

Larry's firm, Keudell Morrison Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Larry Keudell based?

Larry Keudell is based in Salem, Oregon.

### What credentials does Larry Keudell hold?

Larry Keudell holds the CFP credential.

### Is Larry Keudell registered with the SEC?

Yes. Larry Keudell is registered as an investment adviser representative in CA, LA, OR, TX and WA (CRD 1268240), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Keudell Morrison Wealth Management manage?

Keudell Morrison Wealth Management reports $921.5M across 2,083 accounts in assets under management.

### How do I contact Larry Keudell?

Through Larry's website, www.keudellmorrisonwm.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1268240): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.