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Our financial advice team


Richard J Keeling Ameriprise Financial Advisor

Richard J Keeling

CFP®, CRPC®, APMA®

Private Wealth Advisor

President
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 Income Strategies
  • Investments
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Family Finances
  • Charitable Giving
  • Cash Flow Management Strategies
  • Retirement Plan Distribution
  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Employee Stock Options
  • Saving for Education
  • Estate Planning Strategies

Interests

  • I've been married to my wife, Jessica, since May of 2007. We have three young children, Benjamin, Allison and Emma who are the love and joy of our lives.
  • My interests include spending time with my family and friends, camping and hiking at state and national parks, swimming, biking, running, skiing, scuba diving, golfing, boating, traveling, participating in triathlons including an Ironman, and participating in adventure races.

Community participation

Ameriprise Annual Giving Campaign

  • Youth Emergency Services & Shelter
  • Meals From the Heartland
  • American Heart Association
  • Boy Scouts of America
  • Make-A-Wish Foundation

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2020
  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019
  • Ameriprise Circle of Success, 2007-2010, 2013-2019

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • Iowa State University - B.S. Business

Professional associations

  • Ameriprise National Franchisee Advisory Council, 2018 - 2021
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