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Our financial advice team


Gregg Keele

Gregg Keele

CFP®, CDFA®, CLTC®

Private Wealth Advisor

Managing Partner of
Clearwater Private Wealth Advisors
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 4.9 out of 5 rating based on 29 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Divorce Financial Planning
  • Executive Compensation and Benefit Strategies
  • Employee Stock Options
  • Women's Financial Strategies
  • Family Finances
  • Sustainable and Responsible Investing
  • Retirement Planning Strategies
  • Investment Management
  • Tax Planning Strategies

Interests

I enjoy spending time with my two kids, family and friends, traveling, boating, fishing and reading.

I am divorced. I have a real passion for helping others dealing with divorce find stability and happiness again. I do this because helping you find a better life is work worth doing!

Awards & recognition

  • Ameriprise Chairman's Advisory Council, 2010
  • Five Star Wealth Manager, 2013-2016 and 2018
  • Ameriprise Circle of Success, 2011-2017, 2020
  • Ameriprise Diamond Ring Club, 2017

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠
  • CDFA®; Certified Divorce Financial Analyst®
  • CLTC® Certified Long Term Care®
  • Series 63 - Uniform Securities Agent State Law Examiniation
  • Series 7 - General Securities Representative Examination
  • SIE - Securities Industry Essentials Examination

Education

  • B.S. Political Science, Indiana State University, Terre Haute, IN 1997
  • B.S. Economics, Indiana State University, Terre Haute, IN 1996

Previous experience

  • Financial Advisor, Ameriprise Financial, 1996-Present
  • Captain, United States Army, 1992-2006
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Community participation