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Keith Allen Fledderjohann

Advisor at Ameriprise — St Marys, OH

Updated today

Credentials

CFP®, Series 63

Experience

40 years

Location

St Marys, OH

Ameriprise logo

Ameriprise

Institution

Total advisors

12,720

Across 4,069 offices

Clients per advisor

108 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

About

Keith Fledderjohann is a CFP® professional with 40 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked with Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he serves on the Board of Directors and as Treasurer for the St Marys Rotary Club, volunteers at Zion Lutheran Church, and leads the monthly meetings of the Tri County Coin Club. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, providing tailored, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency analysis. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Client services

Based on Ameriprise

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Asset allocation services

Expertise

Based on Ameriprise

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies

Demographic focus

Based on Ameriprise

Approaching retirement

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Fee options

Percentage

$0 - $999,999: 0.15% $1,000,000 - $1,999,999: 0.12% $2,000,000 - $3,999,999: 0.09% $4,000,000+: 0.07%

Other

Account minimum: $1,000,000 in net investable assets and at least $500,000 in Ameriprise Financial Managed Account assets held at Ameriprise Financial Services and included in your Retirement Portfolio.

Location

See office

St Marys, OH

St Marys OH

Advisors at this office

1

Most active in

Ohio · Texas

Work history

40 years of industry experience

Ameriprise

2020 - Present • 6 years

St Marys, OH

Ameriprise Financial Services, Inc.

2005 - 2020 • 15 years

St Marys, OH

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Bradley H

Series 63, Series 65

Lima, OH

Hardy & Hardy Co LLC

Bradley Hardy is a financial advisor with Hardy & Hardy Co LLC in Lima, Ohio, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has previously worked at LPL Financial and The O.N. Equity Sales Company and has been involved with Hardy & Hardy Co LLC since 2007. Hardy also serves as a public notary and is involved in third-party retirement plan administration. Hardy & Hardy Co LLC provides investment advisory services to individuals, trusts, estates, corporations, and profit-sharing plans, managing approximately $269 million in assets. The firm operates on a non-discretionary basis, tailoring portfolios to client risk tolerance and employing strategies such as dollar-cost averaging and bond/CD laddering, while also offering insurance products and retirement plan administration through an affiliated third-party administrator.

Wealth management Annuities Life insurance needs analysis Retirement plans for business owners (SEP, solo 401k)
user avatar

Scott J

Series 63, Series 65

Lima, OH

Hardy & Hardy Co LLC

Scott Jensen is a financial advisor with Hardy & Hardy Co LLC in Lima, Ohio, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has worked at LPL Financial, The O.N. Equity Sales Company, Ohio National Life Insurance, and Mass Mutual. Jensen is also the owner and administrator of H&H Retirement Services, a third-party administrator. Hardy & Hardy Co LLC provides investment advisory services to individuals, trusts, estates, corporations, and profit-sharing plans, managing approximately $269 million in assets. The firm operates on a non-discretionary basis, tailoring portfolios based on client risk tolerance and employing strategies such as dollar-cost averaging and bond laddering, while also offering insurance products and retirement plan administration through affiliated entities.

Wealth management Annuities Life insurance needs analysis Retirement plans for business owners (SEP, solo 401k)
user avatar

Phillip T

Series 66

Lima, OH

Trueblood Wealth Management, LLC

Phillip Trueblood is a financial advisor at Trueblood Wealth Management, LLC with 18 years of industry experience. He previously worked at Stifel Nicolaus & Co inc for 11 years before joining his current firm in 2022. Trueblood serves on the board of the Lima Shawnee Alumni Legacy Scholarship Fund, which provides college scholarships to high school students. Trueblood Wealth Management offers portfolio management and financial planning services to individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm utilizes a variety of investment approaches, including asset allocation, fundamental and quantitative analysis, and may employ options, margin borrowing, and derivatives, while also engaging third-party money managers and custodians for trade execution and reporting.

Equity compensation tax strategy Options & derivatives strategies Active portfolio management Founder/Business Owner Self-Employed Retired
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Erin M

Series 65

Lima, OH

Trueblood Wealth Management, LLC

Erin Mulcahy is a financial advisor at Trueblood Wealth Management, LLC in Lima, Ohio, holding a Series 65 designation. She joined the firm in 2026 and has a background that includes five years at the University of Findlay and four years at Shawnee Country Club, along with experience working in education from 2016 to 2021. Trueblood Wealth Management provides portfolio management and financial planning services to individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm utilizes a combination of asset allocation strategies, fundamental and quantitative analysis, and may employ options, margin, and derivatives in client accounts while leveraging third-party money managers and institutional resources.

Equity compensation tax strategy Options & derivatives strategies Active portfolio management Founder/Business Owner Self-Employed Retired
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Hannah D

Series 65

Lima, OH

Trueblood Wealth Management, LLC

Hannah Dunn is a financial advisor at Trueblood Wealth Management, LLC with one year of industry experience. She holds a Series 65 designation and began her career at Trueblood Wealth Management in 2024. Prior to entering the financial industry, she worked at Bath & Body Works and Sephora. Trueblood Wealth Management serves individuals, high-net-worth clients, and employer-sponsored retirement plans with comprehensive portfolio management and financial planning. The firm uses a combination of asset-allocation strategies, fundamental and quantitative analysis, and employs margin, options, and derivatives where appropriate, alongside third-party managers and institutional research resources.

Equity compensation tax strategy Options & derivatives strategies Active portfolio management Founder/Business Owner Self-Employed Retired
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Phillip T

Series 63, Series 66

Lima, OH

Trueblood Wealth Management, LLC

Phillip Trueblood is a financial advisor with Trueblood Wealth Management, LLC and holds Series 63 and Series 66 designations. He has 57 years of industry experience, including 11 years at Stifel Nicolaus & Co and over four years at his current firm. Outside of his advisory role, he serves as treasurer for the Lima Convalescent Home Foundation and is a public trustee and finance committee member at Northeast Ohio Medical University. Trueblood Wealth Management provides comprehensive portfolio management and financial planning for individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm uses a combination of asset allocation techniques and various forms of analysis, with periodic rebalancing, and employs margin, options, and derivatives where appropriate, while utilizing sub-advisors and custodial services for trade execution and reporting.

Equity compensation tax strategy Options & derivatives strategies Active portfolio management Founder/Business Owner Self-Employed Retired
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