Joe Kiefer II | Liberty Wealth Services

Joe is a Registered Representative of LPL Financial and a licensed insurance agent.

I love getting the opportunity to sit across from a lot of hard-working people and help them make prudent financial decisions for now and the future. My 10+ years of financial industry experience, as well as studying economics at Bellarmine University and Rhodes University in South Africa, have given me the skills and knowledge to provide accurate, sound financial advice.

Education

Bachelor of Arts, Economics & Business, Bellarmine University, Master of Business Administration
Track and Field Academic All-American honors
Studied anthropology and economics abroad in South Africa at Rhodes University

Career Highlights

7+ years of Wealth Management experience
10+ years of financial industry experience

Memberships

Board President of Visit Evansville/Evansville Convention Visitors Bureau
President of Memorial High School Booster Club

Community Involvement

Football strength & conditioning coach at Memorial High School
Husband to Emily Kiefer and father to Addie Kate, Josie Lee, and Isabella Andi

Personal

Get In Touch

Our full-service wealth management program is dedicated to creating strategic plans for you and your family.

Professional Services Offered

A man and woman walking down a brick path with a child in between them.

Wealth Management

for Individuals

Financial freedom on your own terms. With an emphasis on income, security, and growth, we aim to guide you to where you want to be.

A man and a woman are sitting at a table with a laptop and a pen.

Retirement Plans

for Businesses

Build a retirement plan that does the most for your business and your employees, by seeking to deliver dependable and generous results.

A family of three walking in front of a blue house.

Foundations & Endowments

As advisors for your investment, we seek to understand your mission, pursue the growth of your assets, and work toward to minimize organizational risk.

Check the background of your financial professional on FINRA's BrokerCheck.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Liberty Federal Credit Union [Liberty FCU] and Liberty Wealth Services ^{are not} registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Liberty Wealth Services, and may also be employees of Liberty FCU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Liberty FCU or Liberty Wealth Services. Securities and insurance offered through LPL or its affiliates are:

A white outlined Liberty Wealth Services disclaimer box.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident or any other state.

LPL Financial Form CRS

Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit Institution Plain English Disclosure for more detailed information.

Education

Career Highlights

Memberships

Community Involvement

Personal

Site Exit Notice