DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Keith Gerard Wetjen
Certified Financial Planner
Feed of 09/15/2026
Also filed as Keith Gerard Wetjen
At current firm
5 y
since Feb 12, 2021
In the industry
27 y
since Feb 16, 1999 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Private Advisor Group, LLC BD affiliated currentsince Feb 12, 2021 · Okatie, Sc
- Private Capital Group, LLC formerOct 31, 2017 to Feb 17, 2021 · West Hartford, Ct
- Osaic Fa, Inc. formerDec 12, 2002 to Nov 17, 2017 · Windsor, Ct
Moves
a registration end followed by a registration begin elsewhere
- Private Capital Group, LLC to Private Advisor Group, LLCleft Feb 17, 2021, registered Feb 12, 2021 (-5 days) · RIA to affiliated broker-dealer or bank · moved with a team
- Osaic Fa, Inc. to Private Capital Group, LLCleft Nov 17, 2017, registered Oct 31, 2017 (-17 days) · Other · moved with a team
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address