Keith Weinman has been an investment adviser representative at Financial Gravity Family Office Services since September 2021, and is not listed among the firm’s executive officers or direct owners.
Financial Gravity Family Office Services, LLC is a Lakeway, TX firm with $590M under management, 1,724 clients and 16 advisers across 3 offices, as of its January 2026 filing.
Keith Weinman’s longest registration was 9 years at Forta Financial Group, Inc. (2012–2021). Before joining Financial Gravity Family Office Services in 2021, Keith Weinman was registered through Forta Financial Group, Inc.
- – present · 5 yearsLoveland, CO · Adviser representative · Firm CRD 316024
- Forta Financial Group, Inc.– · 9 yearsLoveland, CO · Adviser representative · Firm CRD 28784
Investment adviser representative registrations
Keith Weinman is registered as an investment adviser representative in 3 states. The first approvals date from September 2021; the most recent is Nebraska, in December 2021.
- ColoradoSince 10 September 2021
- NebraskaSince 8 December 2021
- TexasSince 10 September 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 9 April 2011 |
| Series 7 | General Securities Representative Examination | 29 December 2010 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Keith William Weinman
- CRD
- 2032739
- Firm
- Financial Gravity Family Office Services · CRD 316024
- Office
- Loveland, CO
- Registration
- Investment adviser registration
- In the industry since
- November 2010
- Disciplinary history
- Not yet shown here · SEC record
Where does Keith Weinman work?
Keith Weinman is an investment adviser representative registered through Financial Gravity Family Office Services, LLC since September 2021, and is not listed among the firm’s executive officers or direct owners.
Is Keith Weinman a financial advisor?
Yes. Keith Weinman has a current investment-adviser registration in Colorado, Nebraska and Texas, through Financial Gravity Family Office Services since September 2021.
How many years of experience does Keith Weinman have?
Keith Weinman has 15 years in the financial industry, since November 2010, across 2 adviser firms.
What exams has Keith Weinman passed?
Keith Weinman has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in December 2010. FINRA credited Keith Weinman with the SIE, which began in October 2018.
Where is Keith Weinman based?
Keith Weinman’s registered office is in Loveland, CO.
Is Keith Weinman registered with FINRA?
No. Keith Weinman has no current broker registration.
How can I verify Keith Weinman’s record?
Search CRD 2032739 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Keith Weinman’s full registration record.