Keith
Klusmeyer
Rfg Advisory, LLC
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About this Advisor
Keith Klusmeyer is a financial advisor working in Saint Louis, Missouri who has 9 years of industry experience. Klusmeyer is on the advisory team at Rfg Advisory, LLC. Over the course of their career, they have held roles at Lpl Financial LLC, Rfg Advisory Group, LLC and Four Seasons Wealth Management. Klusmeyer holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Missouri. Rfg Advisory, LLC is a financial advisory firm that has its headquarters in Birmingham, AL. The investment advisory business has offices in 46 locations and a total of 195 advisors. It oversees $3 billion in assets between its 16,034 accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm serves eight charities and foundations. Of its 16,034 accounts, just 10% belong to high-net-worth investors who have at least $1 million in assets. The company performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fee schedules usually vary depending on which services the firm provides the client. Fee types charged by Rfg Advisory, LLC likely include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Rfg Advisory, LLC Brokerage Details
$2,996,872,822
195
16,034
$186,907
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Keith Klusmeyer Work History
Keith has been registered as a financial advisor for 9 years.*
Rfg Advisory Group, LLC
Lpl Financial LLC
Four Seasons Wealth Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Keith Klusmeyer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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