Our financial planning focused team is dedicated to providing our clients with quality service, advice, and guidance that they deserve. After serving clients throughout the Midwest and across the US for more than 20 years, our wealth management team, is committed to providing the same to you. As a private wealth advisory practice of Ameriprise Financial Services, LLC, we offer a robust suite of financial planning tools, a comprehensive set of investments and solutions to meet your needs, an exceptional digital experience, and the confidence of working with a firm that has a 130-year history. On our team, you will find a dedicated client service, financial planning, and investment departments.

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Team photo for Keeling Wealth Advisors
Team photo for Keeling Wealth Advisors

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Our advisors

Advisor photo for Richard Keeling

Richard Keeling

CFP®, CRPC, APMA®, BFA

Private Wealth Advisor

Chief Executive Officer of Keeling Wealth Advisors
Learn more about Richard Keeling Visit Richard Keeling's website
Advisor photo for Erin Ort

Erin Ort

CFP®, CDFA®, CRPC, APMA®

Private Wealth Advisor

Vice President of Keeling Wealth Advisors
Learn more about Erin Ort Visit Erin Ort's website
Advisor photo for Jason Stierman

Jason Stierman

CFP®, BFA, CRPC, APMA®

Private Wealth Advisor

Vice President of Keeling Wealth Advisors
Learn more about Jason Stierman Visit Jason Stierman's website
Advisor photo for Jonica Ewald

Jonica Ewald

CFP®, BFA, CRPC, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Jonica Ewald Visit Jonica Ewald's website
Advisor photo for Colette Gunhus

Colette Gunhus

AAMS®, APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Colette Gunhus Visit Colette Gunhus's website
Advisor photo for Erik Swanson

Erik Swanson

CRPC

Financial Advisor

Vice President of Keeling Wealth Advisors
Learn more about Erik Swanson Visit Erik Swanson's website
Advisor photo for Nicole Schmelzer

Nicole Schmelzer

BFA, CRPC, APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Nicole Schmelzer Visit Nicole Schmelzer's website
Advisor photo for Karla Wellik

Karla Wellik

APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Karla Wellik Visit Karla Wellik's website
Advisor photo for Emily Calvert

Emily Calvert

APMA®

Financial Advisor

Learn more about Emily Calvert Visit Emily Calvert's website
Advisor photo for Tony Conroy

Tony Conroy

APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Tony Conroy Visit Tony Conroy's website
Advisor photo for Savannah Halva

Savannah Halva

APMA®

Associate Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Savannah Halva Visit Savannah Halva's website
Advisor photo for Catherine Cooper

Catherine Cooper

APMA®

Associate Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Catherine Cooper Visit Catherine Cooper's website
Advisor photo for Karin Holder

Karin Holder

AAMS®, CKA®

Financial Advisor

Certified Kingdom Advisor
Learn more about Karin Holder Visit Karin Holder's website
Advisor photo for Katy Flom

Katy Flom

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Katy Flom Visit Katy Flom's website


Our team

Jeffrey Gustafson, CFP®, CRPC™

Jeffrey Gustafson, CFP®, CRPC™

Operations Director,

Chief Operating Officer of Keeling Wealth Advisors

Qualifications

  • Certified Financial Planner

  • Chartered Retirment Planning Counselor

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Christy Naegely, BFA™

Christy Naegely, BFA™

Business Development Director,

Vice President of Keeling Wealth Advisors

Qualifications

  • Behavioral Financial Advisor

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Riley Lindholm, APMA™

Riley Lindholm, APMA™

Operations Manager

Megan Niffenegger

Megan Niffenegger

Practice Manager,

Human Resource Manager of Keeling Wealth Advisors
Kim Young

Kim Young

Practice Manager,

Office Manager
Danielle Monson

Danielle Monson

Office Manager

Kelsey Havel

Kelsey Havel

Investment Operations Manager

Michelle Shaji

Michelle Shaji

Investment Operations Coordinator

Rylee Wehrle

Rylee Wehrle

Client Service Manager

Heather Schouten

Heather Schouten

Client Service Senior Coordinator

Erica DeGeest

Erica DeGeest

Client Service Senior Coordinator,

Training & Development Coordinator
Maggie Mixdorf

Maggie Mixdorf

Client Service Senior Coordinator

Hailey Mickelson

Client Service Coordinator

Tory Loney

Tory Loney

Marketing Manager

Rachel Klett

Rachel Klett

Executive Assistant

Michelle Mays

Michelle Mays

Administrative Assistant

Donna Bentler

Donna Bentler

Administrative Assistant

Victoria McNeal

Victoria McNeal

Administrative Assistant

Paige Barnett

Paige Barnett

Client Service Manager