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Shane Daniel Kieler

MADISON WEALTH PARTNERS, INC.·MADISON, Wisconsin
Clean recordMADISON WEALTH PARTNERS, INC.
1502 W BROADWAY, MADISON, WI 53713CRD# 5667045Firm CRD# 305824

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Shane Daniel Kieler · MADISON, WI
Registration
CRD #5667045 · MADISON WEALTH PARTNERS, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Shane Daniel Kieler is a registered financial advisor based in MADISON, Wisconsin, affiliated with MADISON WEALTH PARTNERS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
MADISON WEALTH PARTNERS, INC.
MADISON PARTNERS
AUM
$1.1B
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at MADISON WEALTH PARTNERS, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5667045
Firm CRD# 305824
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Shane Daniel Kieler offer?
Shane Daniel Kieler specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in MADISON, Wisconsin for a consultation.
What are Shane Daniel Kieler's credentials?
Shane Daniel Kieler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Shane Daniel Kieler located?
Shane Daniel Kieler is based in MADISON, Wisconsin, working with MADISON WEALTH PARTNERS, INC.. Their office serves clients in the MADISON metropolitan area and surrounding communities.
How does Shane Daniel Kieler charge for services?
Shane Daniel Kieler's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MADISON WEALTH PARTNERS, INC.?
MADISON WEALTH PARTNERS, INC. has approximately 16 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MADISON WEALTH PARTNERS, INC.

Mark Peter Mcfarland
MADISON, WI

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Wisconsin
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Research
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