Keith O. Atneosen
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Keith Oren Atneosen, CFP®, who also goes by Keith O Atneosen, was a registered financial professional .
Keith is a previously registered financial professional and started their career in finance in 2005. Keith had worked at 3 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2010
Experience
November 1, 2011 - August 1, 2017
RONALD BLUE & CO., LLC
July 2, 2009 - October 18, 2011
WADDELL & REED
July 2, 2009 - October 18, 2011
WADDELL & REED
June 20, 2005 - June 8, 2009
THRIVENT INVESTMENT MANAGEMENT INC.
June 2, 2005 - June 8, 2009
THRIVENT INVESTMENT MANAGEMENT INC.
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Current Firm
RONALD BLUE & CO., LLC
CRD#: 104605 / SEC#: 801-18423
Contact information
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
