Keith Doxtator, financial advisor De Pere WI
90 score

Keith Doxtator

CRD Number: 5936972
Current Firm: Ameriprise Financial Services, Inc.

Keith Doxtator (CRD# 5936972) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in De Pere, WI and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services Inc. Depere, WI Jul 2015 - Current 1
New York Life Insurance Company Appleton, WI Feb 2014 - Jul 2015 1
Nylife Securities LLC Appleton, WI Feb 2014 - Jul 2015 1
Eagl Strategies LLC Appleton, WI Feb 2014 - Jul 2015 1
Unemployed Appleton, WI Jan 2014 - Feb 2014 < 1
Edward Jones St. Louis, MO Jun 2011 - Jan 2014 2
Oneida Nation Of Wi Glis Dept. Green Bay, WI Apr 2007 - Jun 2011 4
Uw - Green Bay Green Bay, WI Sep 2008 - May 2010 1
Uw - Platteville Platteville, WI Sep 2007 - May 2008 < 1
Unemployed Seymour, WI Jan 2007 - Apr 2007 < 1
Uw - Madison Fluid Research Lab Madison, WI May 2005 - Dec 2006 1
Uw - Madison Madison, WI Sep 2003 - Dec 2006 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2011
Contact Info for Keith A. Doxtator
Phone Number: 612-671-3131
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    178,060
    MILLIONS
  • Total Number of Accounts
    1,085,445
    ACCOUNTS
  • Average Account Value
    $164,044
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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