Quenna Keating (CRD# 6515141) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Quincy, IL and has 1 year of experience in the finance industry.
CRD# 4412949
Cwm, LLC
CRD# 6013179
Ipi Wealth Management, Inc.
CRD# 2730151
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Ameriprise Financial Services, LLC | Quincy, IL | Jul 2022 - Current | 1 |
United Fire & Casualty Group | Cedar Rapids, IA | Feb 2019 - Jun 2022 | 3 |
Mt Mercy University | Cedar Rapids, IA | Aug 2018 - Jan 2019 | < 1 |
John Keating | Quincy, IL | Jun 2015 - Dec 2018 | 3 |
United Fire & Casualty Group | Cedar Rapids, IA | Jun 2018 - Aug 2018 | < 1 |
Mt Mercy University | Cedar Rapids, IA | Dec 2015 - Aug 2018 | 2 |
Mt Mercy University | Cedar Rapids, IA | Aug 2015 - Jun 2018 | 2 |
Midwest Athletic Club | Cedar Rapids, IA | Nov 2017 - May 2018 | < 1 |
Quincy Notre Dame | Quincy, IL | Aug 2012 - May 2015 | 2 |
Babysitter | Quincy, IL | Jun 2012 - Jun 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jun 2023 |
- IL
-
Total Assets Under Management479,794MILLIONS
-
Total Number of Accounts2,284,921ACCOUNTS
-
Average Account Value$209,983
- 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
- Other
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, WY
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