Carla Keck
Retirement Plan Services Consultant at Tectonic Advisors- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
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Credentials
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The Qualified 401(k) Administrator (QKA®)
American Society of Pension Professionals and ActuariesFeb, 2023- Nov, 2024 -
Accredited Wealth Management Advisor™ or AWMA™ Professional Designation
College for Financial PlanningMay, 2020- Nov, 2024 -
Chartered Retirement Planning Counselor™ or CRPC™ Professional Designation
College for Financial PlanningJan, 2015- Nov, 2024
Experience
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Tectonic Advisors
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United States
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Financial Services
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1 - 100 Employee
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Retirement Plan Services Consultant
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Aug 2022 - Present
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Azimont Group, a private wealth advisory practice of Ameriprise Financial Services, LLC
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Plano, Texas, United States
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Associate Financial Advisor
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Jul 2018 - Jul 2022
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Klasse & Associates, a financial advisory practice of Ameriprise Financial Services, LLC
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Lake Elmo, Minnesota, United States
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Paraplanner
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Jun 2015 - Jul 2018
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Paraplanner
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Mar 2012 - May 2015
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Morgan Keegan
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United States
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Financial Services
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1 - 100 Employee
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Registered Client Service Associate
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Aug 2001 - Mar 2012
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IJL Wachovia
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Chapel Hill, NC
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Sales Assistant
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Feb 2000 - Aug 2001
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Hillsborough Savings Bank
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Raleigh-Durham, North Carolina Area
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Head Teller/Client Service Representative
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Mar 1999 - Jan 2000
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Morningside Bank & Trust
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Sioux City, Iowa Area
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Supervisor of Proof & Bookkeeping
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Aug 1996 - Jan 1999
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Community
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