Keenan Meitner, financial advisor North Fond Du Lac WI

Keenan Meitner

CRD Number: 6160720
Current Firm: U.s. Bancorp Investments, Inc.

Keenan Meitner (CRD# 6160720) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in North Fond Du Lac, WI and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
U.s. Bancorp Investments, Inc. Oshkosh, WI Aug 2019 - Current 4
Thrivent Financial Appleton, WI Jan 2015 - Aug 2019 4
Thrivent Investment Management Inc. Appleton, WI Sep 2014 - Aug 2019 4
Thrivent Financial Appleton, WI Sep 2014 - Jan 2015 < 1
Unemployed Chilton, WI May 2014 - Sep 2014 < 1
Uw - Eau Claire Eau Claire, WI Sep 2010 - May 2014 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2014
Contact Info for Keenan T. Meitner
Phone Number: 800-888-4700
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    15,875
    MILLIONS
  • Total Number of Accounts
    60,028
    ACCOUNTS
  • Average Account Value
    $264,455
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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