Megan Kiesel
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Risk Management & Insurance
- Cashflow & Budgeting
- Financial Planning
- Business Services
- Investment Management
- Education Funding
- Estate & Legacy Planning
Specializations
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...
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
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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
8 years in the financial services industry
Current & Past Employments
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Current Firm
LIVELIHOOD LLC | LIVELIHOOD, LLC
Contact Information
Main Address
1315 Walnut Street, Suite 300, Philadelphia, PA 19107Phone Number
(267) 362-9326# of Employees
2Documents
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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
(8/23/2021)
(3/8/2023)
(5/13/2019)
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) - RIA
Click below to view Megan Kiesel's CRS (Customer Relationship Summary).
Services Offered by Megan
- Risk Management & Insurance
- Cashflow & Budgeting
- Financial Planning
- Business Services
- Investment Management
- Education Funding
- Estate & Legacy Planning
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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RBC CAPITAL MARKETS, LLC
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