Ian Kiefer is a CFP-designated registered investment advisor, based in Tulsa, OK, with 16 years of industry experience.
Location
1375 E. 71st Street, Tulsa, OK, 74136
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Regulatory History
Clean regulatory record
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.
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Ian is associated with Trinity Strategic Wealth as a DBA and Tulsa Wealth Advisors as an employee, both support companies. He dedicates minimal time to these activities.
Employment History
Current Registrations
Cabot Lodge Securities LLC
October 2025 - Present · 7 mos
Trinity Strategic Wealth
October 2025 - Present · 7 mos
Cabot Lodge Securities LLCBroker
October 2025 - Present · 7 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
January 2010 - October 2025 · 15 yrs 9 mos
Raymond James Financial Services, INC.Broker
October 2009 - October 2025 · 16 yrs
State Registrations5 states
FLILKSOKTX
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.