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Marcy Ann Keckler

from Edina, MN
Age ~56
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Also known as:
Marcy A Keckler
Related to:
Roberta L Schrand, 53Donna J Richards, 79Jolene R Keckler, 48Rita C Keckler, 81Geoffrey N Courtney, 55Jeremy B Keckler, 47Jeremy R Keckler, 52Margaret P Courtney, 96Lisa Becker, 56
Connected to:
Brad Keckler, 41Cameron M Keckler, 35Christopher L Keckler, 48Cindy M Keckler, 47Debbie S Keckler, 62Dustin L Keckler, 41Jenny Keckler, 43John L Keckler, 64Kathy A Keckler, 71Kiana Keckler, 30

Marcy Keckler Phones & Addresses

  • Edina, MN
  • 4416 Philbrook Ln, Minneapolis, MN 55424 (952) 929-4747
  • 5232 38Th St, Minneapolis, MN 55417 (612) 729-4169

Work

Company: Ameriprise financial services, inc. Feb 2011 to Feb 2013 Position: Vice president, financial planning and advice

Education

School / High School: College For Financial Planning 2014 to 2014

Skills

Financial Advisory • Retirement Planning • Series 7 • Strategic Financial Planning • Wealth Management • Retirement • Series 63 • Investments • Finance • Asset Allocation • Mutual Funds • Relationship Management • Investment Advisory • Securities • Estate Planning • Trusted Business Partner • Business Excellence

Industries

Financial Services

Resumes

Resumes

Marcy Keckler Photo 1

Vice President, Advice Strategy And Programs

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Location:
Minneapolis, MN
Industry:
Financial Services
Work:
Ameriprise Financial Services, Inc. Feb 2011 - Feb 2013
Vice President, Financial Planning and Advice
Ameriprise Financial Services, Inc. Feb 2011 - Feb 2013
Vice President, Advice Strategy and Programs
Ameriprise Financial Services, Inc. Oct 2006 - Feb 2011
Vice President, Financial Planning Tools and Content
Division of Indian Work Oct 2006 - Feb 2011
Board Member
Ameriprise Financial Services, Inc. Jan 2006 - Oct 2006
Director, Financial Planning
Education:
College For Financial Planning 2014 - 2014
Georgetown University 1987 - 1991
Bachelors, Bachelor of Arts, Bachelor of Arts In Business Administration, History
Skills:
Financial Advisory
Retirement Planning
Series 7
Strategic Financial Planning
Wealth Management
Retirement
Series 63
Investments
Finance
Asset Allocation
Mutual Funds
Relationship Management
Investment Advisory
Securities
Estate Planning
Trusted Business Partner
Business Excellence

Publications

Us Patents

Management Of Goals And Recommendations

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US Patent:
8635142, Jan 21, 2014
Filed:
Apr 4, 2012
Appl. No.:
13/439560
Inventors:
William J. Moran - Minnetonka MN, US
Bryan Charlesworth - Burnsville MN, US
Stan Jacobson - St. Paul MA, US
James R. Geppert - St. Paul MN, US
Marcy Keckler - Edina MN, US
Bryan Doherty - St. Louis Park MN, US
Nicolle Reker - Little Canada MA, US
Assignee:
Ameriprise Financial, Inc. - Minneapolis MN
International Classification:
G06Q 40/00
US Classification:
705 36R
Abstract:
A particular method includes identifying a financial planning objective for a financial planning client and creating a financial planning goal for the financial planning client based at least in part on the financial planning objective. A financial planning recommendation is associated with the financial planning goal, and data identifying the financial planning goal and the financial planning recommendation is stored in a data store. The method also includes monitoring activity of the financial planning client and at least one other financial planning client to detect a financial planning trend. In response to the detected trend, a financial planning product is selected for potential incorporation into subsequent recommendation(s).

Management Of Goals And Recommendations

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US Patent:
20100306126, Dec 2, 2010
Filed:
May 29, 2009
Appl. No.:
12/475260
Inventors:
William J. Moran - Minnetonka MN, US
Bryan Charlesworth - Burnsville MN, US
Stan Jacobson - St. Paul MN, US
James R. Geppert - St. Paul MN, US
Marcy Keckler - Edina MN, US
Bryan Doherty - St. Louis Park MN, US
Nicolle Reker - Little Canada MN, US
Assignee:
Ameriprise Financial, Inc. - Minneapolis MN
International Classification:
G06Q 40/00
US Classification:
705 36 R, 705 35
Abstract:
Methods, systems, and computer-readable media are disclosed for managing goals and recommendations. A particular method includes identifying one or more financial planning objectives for a financial planning client, receiving information relating to the one or more financial planning objectives, and creating a financial planning goal for the financial planning client based at least in part on an analysis of the information. One or more financial planning recommendations are associated with the financial planning goal, and data identifying the financial planning goal and the one or more financial planning recommendations is stored in a data store. The method also includes monitoring progress of the financial planning client with respect to the financial planning goal over at least a portion of a financial planning lifecycle.

Management Of Goals And Recommendations

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US Patent:
20140108298, Apr 17, 2014
Filed:
Dec 16, 2013
Appl. No.:
14/107611
Inventors:
- Minneapolis MN, US
Bryan Charlesworth - Burnsville MN, US
Stan Jacobson - St. Paul MN, US
James R. Geppert - St. Paul MN, US
Marcy Keckler - Edina MN, US
Bryan Doherty - St. Louis Park MN, US
Nicolle Reker - Little Canada MN, US
Assignee:
AMERIPRISE FINANCIAL CENTER - Minneapolis MN
International Classification:
G06Q 40/06
US Classification:
705 36 R
Abstract:
A particular method includes creating a financial planning goal for a financial planning client based at least in part on a financial planning objective. A financial planning recommendation is associated with the financial planning goal, and data identifying the financial planning goal and the financial planning recommendation is stored in a data store. The method also includes monitoring activity of the financial planning client and at least one other financial planning client to detect a financial planning trend. In response to the detected trend, a financial planning product is selected for potential incorporation into subsequent recommendation(s).
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Marcy Ann Keckler from Edina, MN, age ~56 Get Report