Kregg Kiel (CRD# 2355057) is an Investment Advisor Representative working at Kiel Investment Company in Carmel, IN and has over 19 years of experience in the finance industry.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Corporate Finance Associates | Carmel, IN | Mar 2019 - Current | 5 |
Kiel Investment Company | New Buffalo, MI | Dec 1997 - Current | 26 |
Symmetrical Advisory | Exton, PA | Mar 2018 - May 2019 | 1 |
Placement Loop | Culver, IN | Jan 2017 - Feb 2018 | 1 |
Canterbury Investment Management | Zionsville, IN | Feb 2016 - Jan 2017 | < 1 |
Elevate Ventures Inc. | Indianapolis, IN | Apr 2013 - Jan 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | May 2004 |
S63 | Uniform Securities State Law Examination | Feb 2019 |
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Total Assets Under Management1MILLIONS
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Total Number of Accounts6ACCOUNTS
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Average Account Value$234,200
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
IN
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