Thomas
Keenan

Ameriprise Financial Services, Inc

CRD#6257540
Investment Advisor
in Atlanta, GA
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About this Advisor

Thomas Keenan is a certified financial planner in Atlanta, Georgia. Currently an advisor at Ameriprise Financial Services, Inc, they have accumulated 13 years of professional experience in the financial advisory industry. Keenan maintains Series 63 and Series 66 licenses, designating them as a securities agent. Keenan is able to work with customers in Georgia. Throughout their career, they have worked at Doosan Infracore Construction Equipment (Dice), Ameriprise Financial Services, Inc, Beavex and Case New Holland (Cnh). Ameriprise Financial Services, Inc is headquartered in Atlanta, Georgia, and operates out of 161 brick-and-mortar locations throughout the nation. In total, Ameriprise Financial Services, Inc manages $244 billion in assets across 1,268,997 accounts and retains more than 13,020 people. The amount of assets the firm manages places it among the biggest financial advisory firms in the nation. The firm manages 603,208 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 3% of the firm's clients are high-net-worth individuals, meaning they have greater than $1 million in assets. Ameriprise Financial Services, Inc offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

800 Mount Vernon Hwy Ne Ste 350
Atlanta, GA 30328

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Ameriprise Financial Services, Inc Brokerage Details

Total Assets Under Management

$248,321,915,989

GA Average: $5,289,111,388
Total Number of Employees

13,718

GA Average: 157
Total Number of Accounts

1,393,263

GA Average: 8,262
Average Account Size

$178,230

GA Average: $640,173

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Thomas Keenan Work History

Thomas has 13 years of experience.

2013 - Present (6 years)

Ameriprise Financial Services, Inc

2013 - 2013 (< 1 year)

Beavex

2009 - 2013 (4 years)

Doosan Infracore Construction Equipment (Dice)

2005 - 2009 (4 years)

Case New Holland (Cnh)

Disclosures

Thomas Keenan has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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