Shane D. Kieler
MADISON PARTNERS
Madison, WI 53713
Some features on this profile are disabled
CRD#: 5667045
Professional summary
Shane Daniel Kieler, CFP®, who also goes by Shane D Kieler, is a registered financial advisor currently at MADISON PARTNERS located in Madison, Wisconsin.
Shane is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Shane has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Shane D Kieler
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.
1) Boscobel Plaza, LLC - not investment related - 1502 W Broadway Suite 301, Madison, WI 53713 - passive real estate investment - Member/Owner - 08/2024 - less than 1 hour per month during business hours - approximately 3 hours per month outside business hours 2) Union Grove Plaza, LLC - not investment related - 1502 W Broadway Suite 301, Madison, WI 53713 - real estate holding co - Member/Owner - 08/2024 - less than 1 hour per month during business hours - approximately 3 hours per month outside business hours 3) Howards Grove Plaza, LLC - not investment related - 1502 W Broadway Suite 301, Madison, WI 53713 - real estate holding co - Member/Owner - 08/2024 - less than 1 hour per month during business hours - approximately 3 hours per month outside business hours 4) West Broadway Realty, LLC - not investment related - 1502 W Broadway Suite 301, Madison, WI 53713 - real estate holding co - Manager/Owner - 11/2023 - less than 1 hour per month during business hours - approximately 3 hours per month outside business hours 5) "Malazi LLC; rental property investment; located in Monona, WI; Co-President; less than 1 hour per month during business hours - approximately 3 hours per month outside business hours ; start date: 5/15/2017; Selecting properties fro which Malazi LLC will purchase and managing said properties. 6) Tamu, LLC; rental property investment; located at 1501 Lake Point Dr., Madison, WI 53713; Co-Owner; less than 1 hour per month during business hours - approximately 3 hours per month outside business hours; start date: 3/23/2021; Sole ownership for Tamu, LLC which owns the land and building at stated address. A tenant will be leasing the building.
CRS (Client Relationship Summary) - RIA
Click below to view Shane Daniel Kieler's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2015
Experience
Current
March 6, 2020 - Present
MADISON PARTNERS
Office #1: 1502 W Broadway Suite 301, Madison, WI 53713RIA
CRD#: 305824
Madison, WI
Past
July 26, 2010 - March 9, 2020
EDWARD JONES
RIA
CRD#: 250
MCFARLAND, WI
Past
July 9, 2010 - March 9, 2020
EDWARD JONES
BD
CRD#: 250
MCFARLAND, WI
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MP
MADISON PARTNERS
MADISON PARTNERS | MADISON WEALTH PARTNERS, INC. | MADISON PARTNERS LLC
CRD#: 305824 / SEC#: 801-118168
RIA
Registered Investment Advisory firm - (3/4/2020 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Wisconsin(3/6/2020)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
MP
MADISON PARTNERS
MADISON PARTNERS | MADISON WEALTH PARTNERS, INC. | MADISON PARTNERS LLC
CRD#: 305824 / SEC#: 801-118168
RIA
Registered Investment Advisory firm - (3/4/2020 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1502 W Broadway Suite 301, Madison, WI 53713
Mailing Address
Phone number
(608) 210-1021
Established
Firm type
Fiscal year end
# of Employees
16
SEC notice filing (20 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,779 |
| AUM (Assets Under Management) | $ 1,094,186,882 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
