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RK

Riley S. Kiefer

KIEFER FINANCIAL ADVISING
OCALA, FL 34470-6950
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CRD#: 8227171
RK
Riley Scott KieferKIEFER FINANCIAL ADVISING

Professional summary

Riley Scott Kiefer is a registered financial advisor currently at KIEFER FINANCIAL ADVISING LLC located in Ocala, Florida.

Riley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Riley has worked at 1 firm and has passed the Series 65 and SIE exams.

At a Glance

Always Fiduciary

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.
I am currently an Agent at an Insurance Agency that is 100% owned by my father. The name of the company is The Kiefer Agency, Inc DBA Kiefer Insurance. The business would be considered investment related since it is insurance. The address of the business is 2143 NE 2nd St, Ocala, FL 34470. Kiefer Insurance is an independent insurance agency offering Medicare Supplement and Advantage plans, Life Insurance, Long Term Care, Group Health Insurance, and other insurance products. I am an Agent, with no ownership in the company. I started this employment on January 26th 2026. Approximately 100 hours per month are dedicated to the Insurance Agency. 90 of these 100 hours occur during securities trading hours. The duties of my role with the Insurance Agency are meeting with current clients by reviewing coverage and answering questions, and with new prospects by showing various coverage options that they might purchase. We do not engage in any outbound telemarketing.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Riley Scott Kiefer'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®
None

Experience

Current

March 19, 2026 - Present

KIEFER FINANCIAL ADVISING LLC

Office #1: 2143 Ne 2nd St, Ocala, FL 34470-6950
RIA
CRD#: 341026
OCALA, FL

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
Florida
(3/19/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/12/2026
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 8/22/2025
Securities Industry Essentials Examination

Current Firm

KF
KIEFER FINANCIAL ADVISING LLC
KIEFER FINANCIAL ADVISING LLC

CRD#: 341026 / SEC#:

Florida
Registered Investment Advisory firm - (3/19/2026 Approved)
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Contact information

Main Address
2143 Ne 2nd St, Ocala, FL 34470-6950
Mailing Address
Phone number
(352) 807-7035
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

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.

Company Information

KIEFER FINANCIAL ADVISING LLC

CRD#: 341026Ocala, FL 34470-6950

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