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2143 Ne 2Nd St, Ocala, FL 34470-6950 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| High School Student | Ocala | FL | 02/2016 | 05/2019 |
| College Student | Gainesville | FL | 06/2019 | 05/2023 |
| Great American Insurance Group | Ocala | FL | 06/2019 | 05/2023 |
| Great American Insurance Group | Cincinnati | OH | 06/2023 | 01/2026 |
| The Kiefer Agency, Inc Dba Kiefer Insurance | Ocala | FL | 01/2026 | Present |
| Kiefer Financial Advising Llc | Ocala | FL | 01/2026 | Present |
I am currently an Agent at an Insurance Agency that is 100% owned by my father. The name of the company is The Kiefer Agency, Inc DBA Kiefer Insurance. The business would be considered investment related since it is insurance. The address of the business is 2143 NE 2nd St, Ocala, FL 34470. Kiefer Insurance is an independent insurance agency offering Medicare Supplement and Advantage plans, Life Insurance, Long Term Care, Group Health Insurance, and other insurance products. I am an Agent, with no ownership in the company. I started this employment on January 26th 2026. Approximately 100 hours per month are dedicated to the Insurance Agency. 90 of these 100 hours occur during securities trading hours. The duties of my role with the Insurance Agency are meeting with current clients by reviewing coverage and answering questions, and with new prospects by showing various coverage options that they might purchase. We do not engage in any outbound telemarketing.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-12 |
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