Kregg Kiel, financial advisor Carmel IN

Kregg Kiel

CRD Number: 2355057
Current Firm: Kiel Investment Company

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.

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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
Contact Info for Kregg A. Kiel
Phone Number: 312-259-4957
Registered State(s):
  • IN
Current Firm Details
Kiel Investment Company
Firm's CRD Number: 131043
By the Numbers
  • Total Assets Under Management
    1
    MILLIONS
  • Total Number of Accounts
    6
    ACCOUNTS
  • Average Account Value
    $234,200
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

IN

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