Keith Robert Klueter

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 07/2002 → 01/2024
  Woodbury Financial
  St Louis, MO
• 01/2024 → Present
  Osaic Wealth, Inc.
  Chesterfield, MO

Previous Registrations

• 2006-11-20 → 2024-01-19
  Woodbury Financial Services, Inc.
  Creve Coeur, MO
  Chesterfield, MO

Other Businesses

1) CSE Strategy Partners Position: Registered Rep; Nature: Insurance Agency; Investment Related: Yes; No. of Hours 10; No. of Security Hours: 10 Start Date 04/01/2019 Address: 15450 S. Outer 40 Rd. Suite 250 Chesterfield MO 63017 Description: As a group, we advertise, host client events and generate products. 2) KEITH KLUETER - INSURANCE PRODUCER POSITION: Insurance Agent NATURE: Sole proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 10/15/2002 ADDRESS: 16640 Chesterfield Grove Rd, Suite 170, Chesterfield MO 63005, United States DESCRIPTION: Offer term, fixed and universal life products to clients where needed 3) CSE WEALTH PARTNERS POSITION: Financial Advisor NATURE: DBA marketing name INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 09/01/2026 ADDRESS: 16640 Chesterfield Grove Rd, Suite 170, Chesterfield MO 63005, United States DESCRIPTION: Marketing Name only

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-08-29
• S63 Uniform Securities Agent State Law Examination
  2002-09-18