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Our financial advice team


Erin K Ort Ameriprise Financial Advisor

Erin K Ort

CFP®, CRPC®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Keeling Wealth Advisors
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Investment Management
  • Family Finances
  • Insurance
  • Social Security Retirement Benefits
  • Tax Planning Strategies
  • Saving for Education

Interests

I enjoy competing in half marathons and triathlons, traveling, reading and spending time with my daughter Claire and my extended family.

Community participation

I am active with the Johnston Chamber of Commerce and have participated in their mentoring programs for young women starting out in business. I am also active with Iowa State University's financial planning program and have mentored graduating seniors in their program. I also volunteer at my church and my daughter's school on a regular basis.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠
  • Series 7
  • Series 66
  • Series 24
  • Life, Accident & Health Insurance License

Education

  • BA, Communications - Marquette University, 2002
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