Rachel Kieras

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 01/2011 → 12/2018
  Captus Creative
  Grand Rapids, MI
• 11/2011 → 12/2018
  Blue Water Technologies
  Grand Rapids, MI
• 11/2016 → 12/2018
  Cooperdavid Financial Group
  Grand Rapids, MI
• 03/2017 → 11/2018
  Commonwealth Financial Network
  Waltham, MA
• 05/2016 → 01/2017
  Crossfit Luminary
  Grand Rapids, MI
• 12/2011 → 12/2018
  Kbo Group
  Grand Rapids, MI
• 12/2018 → Present
  Edward Jones
  St. Louis, MO

Previous Registrations

• 2017-06-07 → 2018-11-26
  Commonwealth Financial Network
  Grand Rapids, MI

Other Businesses

KBO Group Type: Arts/Entertainment Date: 09/01/20 Title: Stage Manager Trad Hrs: 0 Tot Hrs: 0 Desc: Show caller / Stage Manager for local productions and rehearsals (1099). Keith uses his Traditional IRA for his & Cheri Alberts' SEP Contributions. City-State: Grand Rapids MI

Exams

• S66 Uniform Combined State Law Examination
  2017-03-21

Designations

• Certified Financial Planner

Other Names

• Rachel Lynn Kieras