Megan Kiesel
LIVELIHOOD LLC
Philadelphia, PA 19107
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CRD#: 7094539
Professional summary
Megan Kiesel, CFP® is a registered financial advisor currently at LIVELIHOOD LLC located in Philadelphia, Pennsylvania.
Megan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Megan has worked at 1 firm and has passed the Series 65 exam.
Biography
I’ve spent the last decade working in consumer finance as a project manager and division director, developing and delivering programs to help families better manage their money, pay off debt, build assets, and plan for college costs and student loan repayment. As a trained social worker, I take a holistic and values-based approach to financial planning where I seek to align your resources with your vision for an ideal life. This can be especially helpful for couples seeking harmony as they pursue shared financial goals. I believe that how you use your resources on a daily basis makes a big difference in your long-term financial stability, so I seek to help clients make intentional choices about spending, saving, and debt that will give them peace of mind.
I have a Masters degree in Social Work from Temple University and a Certificate in Financial Planning from Boston University. Let’s get you situated, shall we?
Question & Answer
What are your service offerings?
Insurance Planning
Budgeting
Comprehensive Financial Planni...
Employee and Employer Plan Ben...
Investment Planning
Socially Responsible Investing
Debt Management
Education Planning
Do you have an area of expertise or specialization?
Cash Flow/Budgets/Credit Issue...
Charitable Giving
Financial Psychology/Coaching
Fixed Fee (Subscription, Retai...
Generation X
Hourly
Are you a "fiduciary"?
Yes
Aliases
None
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.
Personal investment property It is not investment-related as defined above Philadelphia, PA 19147 This is a personal investment property I am a co-owner with my husband September 2014 I spend less than 1 hour per month on average managing this property I spend 0 hours during securities trading hours managing this property I oversee the rental management company and do the bookkeeping needed to report taxes appropriately.
CRS (Client Relationship Summary) - RIA
Click below to view Megan Kiesel'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: 2019
Experience
Current
May 13, 2019 - Present
LIVELIHOOD LLC
Office #1: 1315 Walnut Street, Suite 320, Philadelphia, PA 19107RIA
CRD#: 301645
Philadelphia, PA
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
New Jersey(8/23/2021)
IAR
New York(3/8/2023)
IAR
Pennsylvania(5/13/2019)
Current Firm
LIVELIHOOD LLC
LIVELIHOOD LLC | LIVELIHOOD, LLC
CRD#: 301645 / SEC#:
New Jersey
Registered Investment Advisory firm - (8/23/2021 Approved)New York
Registered Investment Advisory firm - (3/8/2023 Approved)Pennsylvania
Registered Investment Advisory firm - (5/13/2019 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1315 Walnut Street, Suite 300, Philadelphia, PA 19107
Mailing Address
Phone number
(267) 362-9326
Established
Firm type
Fiscal year end
# of Employees
2
Red Flags
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