Keith Thomas Bixby

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2005 → 03/2020
  Ameriprise Financial Services, Inc.
  Northampton, MA
• 03/2020 → 01/2025
  Ameriprise Financial Services, Llc
  Northampton, MA
• 01/2025 → Present
  Lpl Financial Llc
  Northampton, MA

Other Businesses

1 - 12/2024 - Meadow City Wealth Advisors - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 8 Hours During Trading - At reported business location(s).

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-01-07
• S63 Uniform Securities Agent State Law Examination
  1996-12-09