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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-01-19 |
Branch Locations
1450 Plainfield Rd Suite 2, Darien, IL 60561 • United States
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial Services Inc | Darien | IL | 03/2015 | 01/2024 |
| Osaic Wealth, Inc. | Darien | IL | 01/2024 | Present |
KIEFER FINANCIAL GROUP POSITION: Financial Advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 03/30/2011 ADDRESS: 1450 Plainfield Rd, Suite 2, Darien IL 60561, United States DESCRIPTION: Kiefer Financial Group is a DBA that we use if we are doing joint financial advisory business or non-variable insurance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-05-15 |
| S63 | Uniform Securities Agent State Law Examination | 2001-06-01 |
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