RK
RK

Rebekah Kiger

15 Years of Experience
Murrysville, PA
Sells Insurance

Rebekah Kiger is a registered investment advisor at Retire Pittsburgh Management LLC, based in Murrysville, PA, with 15 years of industry experience. Rebekah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 104 clients with $63M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
104 clients
Average Client Portfolio
$605K average
Assets Under Management
$62.9M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.70%

Fees are negotiable depending on factors such as the amount of assets under management, the range of investments, and the complexity of the client’s financial circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

3875 Old William Penn Highway, Murrysville, PA, 15668

Get directions

History

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Rebekah is a life, long-term care, and disability insurance sales and marketing agent for Crump Life Insurance. She also works as an investment adviser representative for The Retirement Guys Formula and Retire Pittsburgh Management LLC, and as an insurance agent for Retire Pittsburgh LLC, while also promoting healthy products as a brand ambassador and using her coaching certification to develop teammates.

Employment History
Current Registrations
Retire Pittsburgh Management LLC
August 2021 - Present · 4 yrs 9 mos
Previous Registrations
The Retirement Guys Formula
December 2019 - December 2025 · 6 yrs
PNC InvestmentsBroker
December 2017 - December 2019 · 2 yrs
PNC Investments
December 2017 - December 2019 · 2 yrs
Citizens Securities, INC.Broker
April 2017 - November 2017 · 7 mos
Citizens Securities, INC.
April 2017 - November 2017 · 7 mos
Key Investment Services LLC
September 2016 - April 2017 · 7 mos
Key Investment Services LLCBroker
September 2016 - April 2017 · 7 mos
LPL Financial LLC
December 2015 - September 2016 · 9 mos
LPL Financial LLCBroker
March 2010 - September 2016 · 6 yrs 6 mos
State Registrations1 state
PA
Advisor

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.
Rebekah Kiger - Financial Advisor | TrueAdvisor