Paul John Kiefer

Employer firm

Capital A Wealth Management CRD 328863

$613M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2014 → 01/2024
  Sa Stone Wealth Management
  Canfield, OH
• 01/2015 → 01/2024
  Sa Stone Investment Advisors
  Canfield, OH
• 01/2024 → Present
  Madison Avenue Securities
  San Diego, CA
• 01/2024 → 06/2025
  Capital A Wealth Management
  New Castle, PA
• 03/2014 → 02/2024
  Kiefer Financial Services
  Canfield, OH
• 06/2025 → Present
  Capital A Wealth Management
  Cranberry Township, PA

Previous Registrations

• 2015-01-30 → 2024-01-25
  Stonex Advisors Inc.
  Canfield, OH
  Birmingham, AL
• 2001-01-09 → 2015-01-30
  Wrp Investments, Inc.
  Akron, OH
  New Castle, PA
  New Castle, PA
  Canfield, OH
  Canfield, OH
  Youngstown, OH
  Youngstown, OH

Other Businesses

1. NAME: CAPITAL A WEALTH MANAGEMENT; ADDRESS: 6715 TOPPECANOE RD SUITE D-101, CANFIELD OH 44406; INVESTMENT RELATED: POSITION: FINANCIAL ADVISOR AND INVESTMENT ADVISOR REPRESENTATIVE INCLUDING INSURANCE LICENSED ACTIVITIES ; DUTIES: FINANCIAL ADVISOR HELPING WITH RETIREMENT PLANNING; HOURS PER WEEK: 40 HOURS; START DATE: 02/2024; 2. NAME: KIEFER FINANCIAL SERVICES; ADDRESS: 6715 TOPPECANOE RD SUITE D-101, CANFIELD OH 44406; INVESTMENT RELATED: YES; POSITION: FINANCIAL ADVISOR INCLUDING INSURANCE LICENSED ACTIVITIES ; DUTIES: FINANCIAL ADVISOR HELPING WITH RETIREMENT PLANNING; HOURS PER WEEK: 40 HOURS; START DATE: 05/1972

Exams

• S63 Uniform Securities Agent State Law Examination
  1986-02-11

Designations

• Certified Financial Planner