Keith Michael Kunzig

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 05/2009 → 03/2020
  Ameriprise Financial Services, Inc.
  Clearwater, FL
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Seminole, FL

Previous Registrations

• 2008-02-07 → 2009-05-13
  Ubs Financial Services Inc.
  St. Petersburg, FL
• 2007-07-18 → 2008-01-25
  Morgan Stanley & Co. Llc
  St. Petersburg, FL

Other Businesses

Other Business Activities; Local celebrity Hall of fame Buccaneer Fan; Appearences & Charity events; All, ,; ; 06/03/2009; 1 to 9 hours per month; .

Exams

• S66 Uniform Combined State Law Examination
  2007-07-16