Eric Kieffner, financial advisor Jasper IN
90 score

Eric Kieffner

CRD Number: 6324084
Current Firm: Commonwealth Financial Network

Eric Kieffner (CRD# 6324084) is an Investment Advisor Representative working at Commonwealth Financial Network in Jasper, IN and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Commonwealth Financial Network Waltham, MA Jul 2016 - Current 1
Metlife Securities Jasper, IN Jun 2014 - Jul 2016 2
Holiday Foods Jasper, IN Jun 2008 - Jun 2014 6
University Of Evansville Evansville, IN Aug 2011 - May 2014 2
Jasper High School Jasper, IN May 2007 - May 2011 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2014
Contact Info for Eric D. Kieffner
Phone Number: 781-736-0700
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    61,475
    MILLIONS
  • Total Number of Accounts
    261,237
    ACCOUNTS
  • Average Account Value
    $235,323
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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