Invested Better
Unclaimed

Unclaimed

Unclaimed

Shane Daniel Kieler

Madison Partners

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Shane? Claim Your Profile

About Shane Daniel Kieler

Shane Kieler is a financial advisor at Madison Partners. Shane has been in the industry since 2010 and holds Series 7 and Series 66 licenses. Shane is a Certified Financial Planner and has experience in providing financial planning and portfolio management services. Shane has a strong track record of working with a range of clients, including high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth. Shane is also a member of several business partnerships that are focused on real estate investment.

Firm Information

Shane Kieler is currently registered with Madison Partners. Madison Partners is an investment advisor headquartered in Madison, Wisconsin. They provide financial planning, pension consulting, and portfolio management for individuals, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. With approximately $1,094,186,882 in assets under management, they serve a wide range of clients. Their services include both discretionary and non-discretionary portfolio management.
Madison Partners

1502 W BROADWAY

MADISON, WI 53713

$1.09B

Assets Under Management

Not reported

Total Clients

11

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Shane Kieler’s Registration & Firm History

WI

03/06/2020 - Present

Madison Partners (MADISON WI)

WI

07/09/2010 - 03/09/2020

EDWARD JONES (MCFARLAND WI)

Not sure if Shane Daniel Kieler is right for you?

Licenses & Designations

BOTH

Issued 07/23/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/08/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Shane Daniel Kieler.
Not sure if Shane Daniel Kieler is right for you?