Scott Keller has been Chief Information Officer & Shareholder of Truepoint since January 2018, is a control person of the firm and directly owns between 5% and 10% of it. Scott Keller holds a BA in Finance from Montana State University.
Truepoint, Inc. is a Cincinnati, OH firm with $6.39B under management, 1,934 clients and 37 advisers across 4 offices, as of its August 2026 filing.
Scott Keller is Chief Information Officer and Shareholder of Truepoint. He provides leadership for the technology, innovation, and investment teams and plays an active role as a portfolio manager for multiple client relationships. He also delivers technology solutions for Truepoint's clients and his teammates.
- Truepoint, Inc.Current– present · 10 yearsCincinnati, OH · Adviser representative · Firm CRD 105664
Professional designations
Listed by Truepoint
- Chartered Financial Analyst
- Chartered Alternative Investment Analyst
Investment adviser representative registrations
Scott Keller is registered as an investment adviser representative in Ohio, since September 2016.
- OhioSince 21 September 2016
Examinations
No examinations are on Scott Keller’s record.
- Full name
- Scott Michael Keller
- CRD
- 4690886
- Firm
- Truepoint · CRD 105664
- Role
- Chief Information Officer & Shareholder
- Office
- 9999 Carver Road, Suite 200, Cincinnati, OH 45242
- Registration
- Investment adviser registration
- In the industry since
- September 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- truepointwealth.com
Where does Scott Keller work?
Scott Keller has been Chief Information Officer & Shareholder of Truepoint, Inc. since January 2018, and is a control person of the firm.
Is Scott Keller a financial advisor?
Yes. Scott Keller has a current investment-adviser registration in Ohio, through Truepoint since September 2016.
How many years of experience does Scott Keller have?
Scott Keller has 10 years in the financial industry, since September 2016, across 1 adviser firm.
Where is Scott Keller based?
Scott Keller’s registered office is in Cincinnati, OH.
Is Scott Keller registered with FINRA?
No. Scott Keller has no current broker registration.
Is Scott Keller a CFA charterholder?
Truepoint lists Scott Keller with the CFA credential (“Chartered Financial Analyst”) on its website. CFA Institute confirms certification status.
How can I verify Scott Keller’s record?
Search CRD 4690886 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Scott Keller’s full registration record.
