Riley Keltner

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

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

Current Employers

Employment History

• 05/2022 → 12/2023
  Merge Transportation
  Charleston, SC
• 06/2021 → 08/2021
  Kehe Distributors
  Romeoville, IL
• 12/2020 → 06/2021
  Indiana University
  Bloomington, IN
• 08/2020 → 12/2020
  Kelley School Of Business
  Bloomington, IN
• 08/2019 → 08/2020
  Indiana University
  Bloomington, IN
• 06/2019 → 08/2019
  Home Depot
  Naperville, IL
• 08/2015 → 06/2019
  Naperville Central High School
  Naperville, IL
• 08/2019 → 06/2023
  Indiana University
  Bloomington, IN
• 10/2023 → 10/2024
  Thrivent Investment Management Inc
  Chicago, IL
• 10/2023 → 07/2024
  Thrivent Financial
  Appleton, WI
• 07/2024 → 10/2024
  Thrivent Financial
  Appleton, WI
• 10/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 11/2024 → Present
  Bank Of America, N.A.
  Chicago, IL

Previous Registrations

• 2024-03-11 → 2024-10-04
  Thrivent Investment Management Inc.
  Minneapolis, MN
  Chicago, IL

Exams

• S66 Uniform Combined State Law Examination
  2024-03-08
• S63 Uniform Securities Agent State Law Examination
  2024-02-29