Keith KunzigCRD Number: 5298603
Current Firm: Ameriprise Financial Services, Inc.
Keith Kunzig (CRD# 5298603) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Clearwater, FL and has over 10 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Amerprise Financial||Clearwater, FL||May 2009 - Current||8|
|Unemployed||Seminole, FL||Apr 2009 - May 2009||< 1|
|Ubs Financial Services Inc.||St. Petersburg, FL||Jan 2008 - Apr 2009||1|
|Morgan Stanley & Company, Inc.||St. Petersburg, FL||Feb 2007 - Jan 2008||< 1|
|Gold's Gym/pp Clw||Clearwater, FL||Jun 2002 - Dec 2006||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2007|
Total Assets Under Management178,060MILLIONS
Total Number of Accounts1,085,445ACCOUNTS
Average Account Value$164,044
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV