Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joe? Claim Your ProfileJoe Michael Kiefer II is a financial advisor with LPL Financial LLC, based in Evansville, Indiana. Joe Michael Kiefer II has been in the industry since April 1, 2014. Joe Michael Kiefer II is registered as an Investment Advisor Representative (IAR) in Indiana and is also licensed to sell securities in 33 other states. Previous experience includes work at CUNA BROKERAGE SERVICES, INC. and WELLS FARGO ADVISORS, LLC. Joe Michael Kiefer II has passed the Uniform Combined State Law Examination, the Securities Industry Essentials Examination, and the General Securities Representative Examination. The firm has a strong presence in the industry, with over $50 billion in assets under management and over 168,000 clients. The firm provides a range of investment advisory services, including financial planning, portfolio management for individuals and businesses, and pension consulting.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IN
05/18/2022 - Present
LPL Financial LLC (EVANSVILLE IN)
IN
09/26/2016 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (EVANSVILLE IN)
IN
03/28/2014 - 09/20/2016
WELLS FARGO ADVISORS, LLC (EVANSVILLE IN)
BOTH
Issued 04/17/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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