Keith Kavell Carter
Investment adviser representative at Ameriprise Financial Services, LLC
17 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$660.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
17 years in the industry.
- Ameriprise Financial Services, LLCAug 2026 to now
- Tinker Federal Credit UnionApr 2024 to now
- Raymond James Financial Services Advisors, Inc.Apr 2024 to Aug 2026
- Raymond James Financial Services, Inc.Apr 2024 to Aug 2026
- Arvest Wealth ManagementJan 2017 to Jan 2024
- Cetera Investment Advisers LLCJan 2014 to Dec 2016
- Cetera Investment Services LLCDec 2009 to Dec 2016
- Midfirst BankDec 2009 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (OK, TX).
Ameriprise Financial Services, LLC
$660.5BAssets managed
1,386,329Clients
12,701Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4703579
- Firm CRD
- 6363