Keith Klusmeyer (CRD# 5095920) is an Investment Advisor Representative working at Rfg Advisory, LLC in Creve Coeur, MO and has over 18 years of experience in the finance industry.
CRD# 6533372
Edward Jones
CRD# 4296582
Edward Jones
CRD# 5621291
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rfg Advisory Group, LLC | Birmingham, AL | Aug 2014 - Current | 9 |
| Lpl Financial LLC | Creve Coeur, MO | Dec 2010 - Jun 2018 | 7 |
| Four Seasons Wealth Management | Creve Coeur, MO | Dec 2010 - Aug 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2006 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2006 |
- MO
-
Total Assets Under Management3,859MILLIONS
-
Total Number of Accounts17,871ACCOUNTS
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Average Account Value$215,951
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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