Tiffany A. Keefe

MPWM ADVISORY SOLUTIONS LLC

Alpharetta, GA 30009

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CRD#: 7205846

Professional summary

Tiffany Aymond Keefe, who also goes by Tiffany A Aymond, Tiffany Ann Aymond, Tiffany Aymond Hoffpauir, Aymond Tiffany Keefe, is a registered financial advisor currently at MPWM ADVISORY SOLUTIONS LLC located in Alpharetta, Georgia and LPL FINANCIAL LLC located in Alpharetta, Georgia.

Tiffany is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Tiffany has worked at 2 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tiffany A Aymond | Tiffany Ann Aymond | Tiffany Aymond Hoffpauir | Aymond Tiffany Keefe

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.

Insurance sales, same address. Ms. Keefe is dually registered as an Investment Advisor Representative with MPWM Advisory Solutions, LL and as a Registered Representative with LPL Financial, LLC. MPWM Advisory Solutions and LPL Financial are not affiliated.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tiffany Aymond Keefe's CRS (Customer Relationship Summary).

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®

None

Experience

Current

September 11, 2023 - Present

MPWM ADVISORY SOLUTIONS LLC

Office #1: 8000 Avalon Blvd Suite 100, Alpharetta, GA 30009

RIA

CRD#: 169885

Alpharetta, GA

Current

May 17, 2023 - Present

LPL FINANCIAL LLC

Office #1: 8000 Avalon Blvd Ste 100, Alpharetta, GA 30009

RIA

CRD#: 6413

ALPHARETTA, GA

Past

December 26, 2024 - August 5, 2025

LPL FINANCIAL LLC

RIA

CRD#: 6413

FORT MILL, SC

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".

MPWM ADVISORY SOLUTIONS LLC

CRD#: 169885 / SEC#: 801-78961

RIA

Registered Investment Advisory firm - (1/2/2014 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Georgia
(7/7/2023)

IAR

Georgia
(9/11/2023)

Louisiana
(11/3/2023)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 7/7/2023

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 3/1/2023

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 5/17/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/11/2021

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

MPWM ADVISORY SOLUTIONS LLC

CRD#: 169885 / SEC#: 801-78961

RIA

Registered Investment Advisory firm - (1/2/2014 Approved)

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Contact information

Main Address

8000 Avalon Blvd Suite 100, Alpharetta, GA 30009

Mailing Address

Phone number

(678) 566-4001

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A PLUS WRAP BROCHURE (5/14/2025)

Regulatory assets under management

Total Number of Accounts	653
AUM (Assets Under Management)	$ 320,546,673

Red Flags

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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Firm Stability Insights

Tiffany A. Keefe

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tiffany Aymond Keefe's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

Primary Firm SEC Registration

MPWM ADVISORY SOLUTIONS LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 7/7/2023

Series 65

Date: 3/1/2023

Series 7TO

Date: 5/17/2023

SIE

Date: 10/11/2021

FINRA

Current Firm

MPWM ADVISORY SOLUTIONS LLC

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MPWM ADVISORY SOLUTIONS LLC

TRUST BUT VERIFY

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