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Robert Keppler

American Portfolios Financial Services, Inc.

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About Robert Keppler

Robert Keppler is a financial advisor with over 27 years of experience in the industry. Robert is currently registered with American Portfolios Financial Services, Inc. and Osaic Wealth, Inc. Robert has held previous positions with several firms including TRIAD ADVISORS LLC, SECURITIES AMERICA, INC., WOODBURY FINANCIAL SERVICES, INC., ROBINHOOD FINANCIAL, LLC, EDWARD JONES, TD AMERITRADE, INC., SCOTTRADE, INC., FFP SECURITIES, INC., AMERICAN EXPRESS FINANCIAL ADVISORS INC., and IDS LIFE INSURANCE COMPANY.

Firm Information

Robert Keppler is currently registered with American Portfolios Financial Services, Inc.. American Portfolios Financial Services, Inc. is a corporation approved in April 1990, registered in 53 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

154

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Robert Keppler’s Registration & Firm History

NY

10/19/2023 - Present

American Portfolios Financial Services, Inc. (HOLBROOK NY)

GA

10/19/2023 - 08/23/2024

TRIAD ADVISORS LLC (ATLANTA GA)

NE

10/19/2023 - 06/14/2024

SECURITIES AMERICA, INC. (LAVISTA NE)

MN

10/19/2023 - 01/19/2024

WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)

FL

07/07/2021 - 06/30/2023

ROBINHOOD FINANCIAL, LLC (Lake Mary FL)

FL

02/19/2021 - 05/28/2021

EDWARD JONES (Punta Gorda FL)

FL

02/26/2018 - 01/11/2021

TD AMERITRADE, INC. (PORT CHARLOTTE FL)

FL

06/03/1999 - 02/26/2018

SCOTTRADE, INC. (PORT CHARLOTTE FL)

MO

05/06/1996 - 01/15/1999

FFP SECURITIES, INC. (CHESTERFIELD MO)

MN

04/25/1995 - 07/27/1995

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

04/25/1995 - 07/27/1995

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 06/29/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/25/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/28/1996

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/24/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Keppler.
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