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Our financial advice team


Keri A Kirchner, Associate Financial Advisor serving the San Diego, CA area - Ameriprise Advisors

Keri A Kirchner

Associate Financial Advisor

The Financial Planning & Investment Group
8
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. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Qualifications

  • Series 7
  • Series 63
  • Series 66

Education

  • Northern Illinois University, Bachelor of Science in (B.S.), Marketing, 2006-2008
  • McHenry County College, Associate of Science (AS), General Studies, 2004-2006

Previous experience

  • Paraplanner; Ameriprise Financial Services, LLC, 2016 - 2022; San Diego, CA
  • Practice Manager; Ameriprise Financial Services, LLC, 2014 - 2016; San Diego, CA
  • Office Manager; Ameriprise Financial Services, LLC, 2014 - 2016, San Diego, CA
  • Legal Assistant; Naiman Law Group, PC, 2011 - 2014; San Diego, CA