Keith Piscitello is a CFP-designated registered investment advisor, based in Clive, IA, with 17 years of industry experience.
Location
Clive, IA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Keith is the owner of Simply Sophisticated Wealth Planning LLC and an advisory representative of CIRA. He also works as an agent for Simply Sophisticated Wealth Planning, LLC, selling insurance, and is the Secretary of the Mid Iowa Estate and Financial Planning Council.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Investment Professionals, INC.
Investment Professionals, INC.Broker
Signator Investors, INC.
Signator Investors, INC.Broker
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.