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Gregg Keele, Private Wealth Advisor serving the Indianapolis, IN area - Ameriprise Advisors

Gregg Keele

CFP®, CRPC, CDFA®

Private Wealth Advisor

Clearwater Private Wealth Advisors

An Ameriprise Private Wealth Advisor

27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 4.8 / 5 rating based on 23 reviews
See disclosures

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Divorce Financial Planning
  • Executive Compensation and Benefit Strategies
  • Employee Stock Options
  • Women's Financial Strategies
  • Family Finances
  • Sustainable and Responsible Investing
  • Retirement Planning Strategies
  • Investment Management
  • Tax Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • CDFA® Certified Divorce Financial Analyst
  • Series 63 - Uniform Securities Agent State Law Examiniation
  • Series 7 - General Securities Representative Examination
  • SIE - Securities Industry Essentials Examination

Education

  • B.S. Political Science, Indiana State University, Terre Haute, IN 1997
  • B.S. Economics, Indiana State University, Terre Haute, IN 1996

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2024
  • Ameriprise Circle of Success, 2011-2017, 2020, 2023
  • Ameriprise Diamond Ring Club, 2017
  • Five Star Wealth Manager, 2013-2016 and 2018
  • Ameriprise Chairman's Advisory Council, 2010

Previous experience

  • Financial Advisor, Ameriprise Financial, 1996-Present
  • Captain, United States Army, 1992-2006

Community participation

  • Damar Industries

Interests

I enjoy spending time with my two kids, family and friends, traveling, boating, fishing and reading.

I am divorced. I have a real passion for helping others dealing with divorce find stability and happiness again. I do this because helping you find a better life is work worth doing!