Emily A Claussen
Investment adviser representative at Keating Financial Advisory Services
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.5BFirm 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
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Keating Financial Advisory Services, Inc.Dec 2022 to now
- Keating & Associates, Inc.Jul 2017 to Aug 2022
- Raymond James Financial Services IncSep 2014 to Jul 2025
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (KS).
Keating Financial Advisory Services
Legal name: Keating Financial Advisory Services, Inc.
$1.5BAssets managed
5,285Clients
25Advisers
3 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
- 6816411
- Firm CRD
- 142772