Keith Allen Fledderjohann

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

• 09/2005 → 03/2020
  Ameriprise Financial Services, Inc.
  St Marys, OH
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  St Marys, OH

Other Businesses

Board of Directors; St Marys Rotary Club; Treasurer; PO Box 544, , St Marys, OH, 45885; Not Investment-Related; 01/01/1998; 10 to 19 hours per month; 10 to 19 during trading hours / zion lutheran church; audit committee; 210 N Wayne St, , St Marys, OH, 45885; Not Investment-Related; 04/01/2013; 1 to 9 hours per month; 0 during trading hours. Other Business Activities; Zion Lutheran Church; Volunteer, collect offering at church services and deposit money in night deposit box; 210 N Wayne St, , St Marys, OH, 45885; Not Investment-Related; 01/14/2018; 1 to 9 hours per month; 0 during trading hours / Tri County Coin Club; Run monthly meeting; PO Box 544, , St Marys, OH, 45885; Not Investment-Related; 08/16/2018; 1 to 9 hours per month; 0 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-04-19

Designations

• Certified Financial Planner