advisor profile

Keith Patrick Weltens

IAR
RR
keith patick weltens
Name or #CRD
Location
Firm name
Credentials
Advisor type
Disclosures
OVERVIEW

Keith Patrick Weltens, who also goes by Keith Patick Weltens, is a registered financial advisor at AMERIPRISE FINANCIAL SERVICES, LLC located in Radford, Virginia.

Keith is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Keith has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Disclosures
Before working with a financial advisor, it is imperative to see whether or not they have any disclosures and if they do, whether or not you are comfortable with the disclosures that are on their record.
Disclosures in the financial services industry fall under the following categories: criminal or civil penalties, customer disputes, fines, regulatory actions, financial, civil bonds, liens, separations with employers or judgments.
Please watch the video below to get a better understanding of what disclosures are and what they look like, then click the button underneath that to get immediate access to see whether or not this financial advisor has any disclosures.

Advisor Information

ADVISOR PROFILE
Services Offered
Small Business
Retirement Planning Strategies
Saving for Education
Other Business
Real Estate Ownership; Commercial; . Business Ownership; Radford Side Door; owner; Meeting room for rent; 1 to 9 hours per month/ Fraternal Brewing LLC- DBA Long Way Brewing; President/Owner; Sales, restraint/bar; Radford, VA 24141; Not Investment Related; December 2020; 10 to 19 hours per month; 0 during trading hours/ 501 Second LLC; Owner; Real Estate; Radford, VA 24141; Investment Related; November 2016; 1 to 9 hours per month; 1-9 during trading hours. Board of Directors; Chamber of Commerce- Radford VA; Board Member; Radford, VA 24141; Not Investment Related; January 2014; 1-9 hours per month; 1-9 during trading hours/ Radford University- College of Business Economics; Board; October 2011; 1-9 hours per month; 1-9 during trading hours/ St Jude Catholic Church; Finance council chair; Christiansburg, VA 24973; Not Investment Related; September 2019; 1-9 hours per month; 0 during trading hours/ Radford Child Development; Board Member; Radford, VA 24141; Investment Related; April 2022; 1-9 hours per month; 1-9 during trading hours/ New River Community College Educational Foundation; Board Member; Dublin, VA 24084; Investment Related; July 2022; 1-9 hours per month; 0 during trading hours. Fiduciary Activities; Named or act in a fiduciary capacity; such as attorney-in-fact, trustee, conservator, guardian, executor or personal representative.
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CREDENTIALS
CREDENTIALS (0)
STATE SECURITY LAW EXAM ()
GENERAL INDUSTRY/PRODUCTS EXAM ()
PRINCIPAL/SUPERVISORY EXAM ()
STATE REGISTRATIONS (23)
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RR
Arizona (3/7/2013)
RR
District of Columbia (1/29/2008)
RR
Florida (12/20/2005)
RR
Georgia (4/21/2016)
RR
Kansas (9/2/2021)
RR
Kentucky (11/11/2014)
RR
Maryland (2/19/2002)
RR
Minnesota (11/10/2010)
RR
Missouri (8/26/2016)
RR
New Jersey (8/27/2021)
RR
New York (1/29/2019)
RR
North Carolina (12/19/2005)
RR
Pennsylvania (5/24/2004)
RR
South Carolina (7/24/2013)
RR
Tennessee (3/7/2018)
RR
Texas (6/28/2005)
IAR
Texas (10/9/2006) RESTRICED
RR
Vermont (8/26/2016)
IAR
Virginia (9/28/2000)
RR
Virginia (10/2/2000)
RR
Washington (5/4/2012)
RR
West Virginia (9/7/2005)
RR
Wisconsin (8/26/2016)
SRO REGISTRATIONS (1)
RR
FINRA APPROVED

Firm Information

Some financial advisors may work at more than one firm. Click the employer below (current or previous) to view their data
CURRENT EMPLOYERS
RIA
AMERIPRISE FINANCIAL SERVICES, LLC (#6363)
202 Third Ave, Radford, VA, 24141
9/28/2000 - Current
BD
AMERIPRISE FINANCIAL SERVICES, LLC (#6363)
202 Third Ave, Radford, VA, 24141
8/23/2000 - Current
PREVIOUS EMPLOYER (1)
BD
IDS LIFE INSURANCE COMPANY (#6321)
8/23/2000 - 7/3/2006
Minneapolis, MN
advisor profile
Claim Profile

Keith Patrick Weltens

IAR
RR
Experience: 23 years / 2 firms
CRD#: 4220371

keith.p.weltens@ampf.com
(540) 639-5153

Financial Advisor

LOCATION
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Disclosures range from criminal or civil penalties, customer disputes, fines, regulatory actions, financial, civil bonds, liens, separations with employers or judgments. Access disclosures with a free AdvisorCheck membership.
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