Brent Anthony Kiley
CFP®, ChFC®Professional Summary
Brent Anthony Kiley, CFP®, ChFC® was a registered financial advisor. Brent was registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Brent had worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 4 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Investment Management
- Financial Planning
- Estate & Legacy Planning
- Retirement Planning
Biography
Brent Kiley is an Ameriprise franchise owner in Bedford, NH. He is a Certified Financial Planner and Chief Executive Officer of Rise Private Wealth Management with 22 years of experience in financial services. He helps families, business owners and professionals set and achieve their financial goals. Brent and his team help clients grow their wealth, reduce their taxes, and protect their businesses and estates for their loved ones. He serves on the Board of The...
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
linkedin.com/in/xxxxxx
facebook.com/xxxxxx
xxxxx@xxxx.xxx
Website
xxxxxxxxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
26 years in the financial services industry
Current & Past Employments
Education
Saint Anselm College
Financial Economics
Financial Economics
1995 - 1999
Trinity High School
1991 - 1995
Leadership Greater Manchester
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Current Firm
No current employmentSimilar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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State Registrations and Notice Filings
(9/10/2026)
(9/10/2026)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Services Offered by Brent
- Investment Management
- Financial Planning
- Estate & Legacy Planning
- Retirement Planning
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