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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Klusmeyer is a financial advisor with RFG Advisory, LLC in Creve Coeur, Missouri. Keith has been in the financial services industry since 2006. Keith is a Registered Investment Advisor in the state of Missouri. Keith has Series 6, 7 and 63 securities licenses as well as a Series 65 Investment Advisor license. Prior to joining RFG Advisory, LLC, Keith was associated with LPL FINANCIAL LLC in Creve Coeur, Missouri. Keith specializes in providing financial advice to individuals, families, and small businesses. Keith also provides financial planning services and educational seminars.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MO
08/11/2014 - Present
RFG Advisory, LLC (CREVE COEUR MO)
MO
12/10/2010 - 06/08/2018
LPL FINANCIAL LLC (CREVE COEUR MO)
MO
10/22/2007 - 12/09/2010
NATIONAL PLANNING CORPORATION (FESTUS MO)
MO
02/28/2006 - 10/23/2007
AMERICAN GENERAL SECURITIES INCORPORATED (FESTUS MO)
IA
Issued 07/03/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/28/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/08/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2012
Series 7 - General Securities Representative Examination
BC
Issued 02/27/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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