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Keith Douglas Klusmeyer

Rfg Advisory, LLC

Creve Coeur, MO

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Current Employers
Rfg Advisory, Llc

1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2014-08-11
  • MO RA
    APPROVED
    Since 2014-08-11

Branch Locations

Three City Dr Suite 590, Creve Coeur, MO 63141 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Creve Coeur MO 12/2010 06/2018
Rfg Advisory Group, Llc Birmingham AL 08/2014 Present
  • 12/2010 → 06/2018
    Creve Coeur, MO
  • 08/2014 → Present
    Rfg Advisory Group, Llc
    Birmingham, AL
Previous Registrations
  • 2010-12-10 → 2015-10-30
    Creve Coeur, MO
  • 2007-10-23 → 2010-12-09
    National Planning Corporation
    Crystal City, MO
  • 2006-07-20 → 2007-10-23
    American General Securities Incorporated
    Festus, MO
Other Businesses

1. 12/09/2010 - No Business Name - Non-Variable Insurance - INV REL - At Reported Business Locations - life, fixed annuity, universal life - 20% TIME SPENT 2. 12/09/2010 - Klusmeyer Enterprises, LLC - Business Entity For Tax/Investment Purposes Only - IVN REL - At Reported Business Locations - The LLC manages my financial services business as revenues from both securites and life ins flow through the LLC for tax purposes 3. Educator Retirement Solutions - INV REL - Start 07/01/2016 - 3 City Place Drive, Suite 590 Creve Coeur, MO 63141 - I am the owner. No other employees. I teach Missouri public school educators about their pension system (Public School Retirement System of Missouri and Public Educator Employee Retirement System of Missouri) and monthly pension options within their defined benefit plan. I share office space with the securities business. - 70 Hr/Mo; 3 During Secs Trdg Hrs

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-07-03
S63 Uniform Securities Agent State Law Examination 2006-02-28
  • S65 Uniform Investment Adviser Law Examination
    2006-07-03
  • S63 Uniform Securities Agent State Law Examination
    2006-02-28
Other Names
  • Keith Klusmeyer

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