William Kieffer is a registered investment advisor at Wells Fargo Advisors, based in Newburgh, IN, with 29 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
4855 State Route 261, Newburgh, IN, 47630
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William has 100% ownership in Lakeview Land & Development, LLC, acting as a landlord and spending a few hours per week on it. He is also the 100% owner of 1803 Investment Management LLC, dedicating full-time hours to the business.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations21 states
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