Susan Kristen Keltner
Investment adviser representative at Raymond James Financial Services Advisors, Inc
14 yearsExperience
1 stateRegistered in
$390BFirm assets
17 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 feeCommissionsOther
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
14 years in the industry.
- Raymond James Financial Services Advisors, IncSep 2025 to now
- Raymond James Financial Services, Inc.Oct 2024 to now
- KeatingOct 2024 to Jan 2025
- UnemployedAug 2024 to Oct 2024
- Northwestern Mutual Wealth Management CompanyOct 2023 to Aug 2024
- Northwestern Mutual Life Insurance CompanySep 2022 to Aug 2024
- Northwestern Mutual Investment Services LLCAug 2022 to Aug 2024
- UnemployedSep 2021 to Aug 2022
- Nrsmith and AssociatesAug 2021 to Sep 2021
- UnemployedMay 2021 to Aug 2021
- University of Missouri ColumbiaAug 2018 to May 2021
- Weight WatchersJan 2012 to Jul 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (WA).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 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
- 7617110
- Firm CRD
- 149018