Owen W Kegel
Investment adviser representative at Ameriprise Financial Services, LLC
11 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
11 years in the industry.
- Ameriprise Financial Services, LLCDec 2025 to now
- S&t BankNov 2022 to Dec 2025
- UnemployedAug 2022 to Oct 2022
- Dynamics IncJun 2022 to Jul 2022
- UnemployedDec 2021 to May 2022
- Mastech DigitalJun 2021 to Nov 2021
- UnemployedSep 2020 to May 2021
- Big Shot BobsMar 2020 to Aug 2020
- UnemployedSep 2019 to Feb 2020
- Evergreen HomesJun 2019 to Aug 2019
- UnemployedDec 2018 to May 2019
- Soergel's OrchardsApr 2018 to Nov 2018
- UnemployedJan 2018 to Mar 2018
- TargetNov 2017 to Jan 2018
- Dibella's Old Fashioned SubsJun 2017 to Nov 2017
- UnemployedJan 2015 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 8197728
- Firm CRD
- 6363