Keenan Dwyer
Investment adviser representative at Ameriprise Financial Services, LLC
10 yearsExperience
1 stateRegistered in
$660.5BFirm assets
39 yearsFirm in business
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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
10 years in the industry.
- Ameriprise Financial Services, LLCJul 2026 to now
- Eaton Vance Distributors, Inc.Jun 2023 to Jul 2026
- LPL Financial LLCJul 2021 to Jun 2023
- Sheryl WeinMar 2021 to Jul 2021
- Various Insurance Carriers for W & R Insurance AgenciesMar 2021 to Jul 2021
- Waddell & Reed IncMar 2021 to Jul 2021
- Boston Light FinancialJul 2019 to Mar 2021
- Sterling Office ServicesMay 2018 to Jul 2019
- Yard GuardsMay 2017 to May 2018
- Kelly Ayotte CampaignMay 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (NH).
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
- 7099071
- Firm CRD
- 6363