Keegan John Klotz

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

• 04/2022 → Present
  Ameriprise Financial Services, Llc
  South Williamsport, PA
• 01/2012 → 11/2019
  Eagle Janitorial Supply & Service Co.
  17754, PA
• 11/2019 → 11/2024
  Susquehanna Unlimited Llc
  Montoursville, PA
• 04/2012 → 11/2024
  Klotz Housing Llc
  Montoursville, PA

Other Businesses

Real Estate Ownership; Single Family; 15 North Loyalsock Avenue, , Montoursville, PA, 17754; Investment-Related; 05/31/2011 / Single Family; 124 Quaker State Road, , Montoursville, PA, 17754; Investment-Related; 10/07/2015. Business Ownership; Susquehanna Unlimited llc; Co-owner; Property Services; 952 Route 87 Highway, , Montoursville, PA, 17754; Not Investment-Related; 02/04/2020; 10 to 19 hours per month; 0 during trading hours / Rose Valley Campground LLC; Co-owner; Real Estate; 346 Kibbe Lane, , Trout Run, PA, 17771; Investment-Related; 07/29/2021; 1 to 9 hours per month; 0 during trading hours / Klotz Housing LLC; Co-owner; Real Estate; 952 Route 87 Highway, , Montoursville, PA, 17754; Not Investment-Related; 01/01/2012; 10 to 19 hours per month; 0 during trading hours. Board of Directors; FC Montour Soccer Club; Treasurer; 173 Katie Lane, , Montoursville, PA, 17754; Not Investment-Related; 01/31/2026; 1 to 9 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2024-10-30