Larry Keudell has been Partner/Member of Keudell Morrison Wealth Management since January 2012, is not listed as a control person, but directly owns between 5% and 10% of the firm. Larry Keudell holds a B.S. in Economics from Western Oregon University.
Keudell Morrison Wealth Management, LLC is a Salem, OR firm with $922M under management, 816 clients and 6 advisers in one office, as of its July 2026 filing.
Larry Keudell is Senior Investment Advisor Representative and Senior Partner of Keudell Morrison Wealth Management, based in Salem, OR. He began his investment career with Shearson Lehman / American Express in 1984. He remained with Shearson, which later became Smith Barney and ultimately Morgan Stanley Smith Barney, until 2012.
Larry Keudell’s longest registration is the current one, 8 years at Keudell Morrison Wealth Management since 2018. Before joining Keudell Morrison Wealth Management in 2018, Larry Keudell was registered through Wells Fargo Advisors Financial Network, LLC and Morgan Stanley Smith Barney LLC.
- – present · 8 yearsSalem, OR · Adviser representative · Firm CRD 292600
- Wells Fargo Advisors Financial Network, LLC– · 6 yearsSalem, OR · Adviser representative · Firm CRD 11025
- Morgan Stanley Smith Barney LLC– · 2 yearsSalem, OR · Adviser representative · Firm CRD 149777
- Citigroup Global Markets Inc.– · 6 yearsSalem, OR · Adviser representative · Firm CRD 7059
Investment adviser representative registrations
Larry Keudell is registered as an investment adviser representative in 5 states, as a resident of Texas. Each was approved in April 2018.
- CaliforniaSince 9 April 2018
- LouisianaSince 24 April 2018
- OregonSince 6 April 2018
- TexasResidentSince 6 April 2018
- WashingtonSince 23 April 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 12 October 1992 |
| Series 3 | National Commodity Futures Examination | 2 July 1984 |
| Series 63 | Uniform Securities Agent State Law Examination | 23 May 1984 |
| Series 7 | General Securities Representative Examination | 19 May 1984 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- National Commodity Futures Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Larry Kevin Keudell
- CRD
- 1268240
- Firm
- Keudell Morrison Wealth Management · CRD 292600
- Role
- Partner/Member
- Office
- 235 FRONT ST. SE, SUITE 300, Salem, OR 97301
- Registration
- Investment adviser registration
- In the industry since
- May 1984
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- keudellmorrisonwm.com
Where does Larry Keudell work?
Larry Keudell has been Partner/Member of Keudell Morrison Wealth Management, LLC since January 2012.
Is Larry Keudell a financial advisor?
Yes. Larry Keudell has a current investment-adviser registration in California, Louisiana, Oregon, Texas and Washington, through Keudell Morrison Wealth Management since April 2018.
How many years of experience does Larry Keudell have?
Larry Keudell has 42 years in the financial industry, since May 1984, across 4 adviser firms.
What exams has Larry Keudell passed?
Larry Keudell has passed 4 licensing exams: the Series 7, Series 63, Series 3 and Series 65. The earliest, the Series 7, was passed in May 1984. FINRA credited Larry Keudell with the SIE, which began in October 2018.
Where did Larry Keudell work before Keudell Morrison Wealth Management?
Before Keudell Morrison Wealth Management, Larry Keudell was registered through Morgan Stanley Smith Barney LLC, June 2009 to May 2012; Citigroup Global Markets Inc., May 2003 to June 2009.
Where is Larry Keudell based?
Larry Keudell’s registered office is in Salem, OR.
Is Larry Keudell registered with FINRA?
No. Larry Keudell has no current broker registration.
How can I verify Larry Keudell’s record?
Search CRD 1268240 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Larry Keudell’s full registration record.
