Focused financial education while Kier Financial awaits approval.
Kier Financial LLC is pending Florida investment adviser registration. While that filing is pending, the firm is accepting inquiries for limited-scope education and organization sessions designed to help you understand your financial picture, prepare better questions, and organize next steps without individualized investment advice or ongoing advisory services.
Current sessions are educational and organizational only. Advisory engagements, investment management, portfolio recommendations, and ongoing monitoring will not be available unless and until Florida approves the firm’s registration filing.
Education and organization for specific financial questions.
These sessions are designed for people who want help getting organized, understanding key considerations, and preparing for financial decisions. They do not include individualized investment recommendations, investment management, ongoing monitoring, or a continuing advisory relationship while registration is pending.
High-value education topics
What these sessions are, and what they are not.
The current offering is intentionally limited while the firm’s registration is pending. Sessions are meant to help you become more organized and informed, not to create an advisory relationship.
General financial education, organization, and discussion of planning concepts.
Help identifying documents, questions, and next steps to discuss with your CPA, attorney, benefits provider, lender, or other professional.
No personalized securities recommendations, no discretionary management, and no ongoing investment monitoring while registration is pending.
No advisory relationship is formed unless and until the firm is approved, disclosures are delivered, and a written advisory agreement is signed.
Jordan Kier, CPA Candidate
Founder of Kier Financial LLC. Florida investment adviser registration pending.
linkedin.com/in/jordankierTax-aware education today, advisory planning after approval.
Kier Financial was created to help younger professionals and families get practical, tax-aware financial guidance before they meet a traditional asset minimum.
Jordan is a CPA Candidate and has passed the Series 65 examination. His background includes state and local tax, corporate income tax, financial modeling, audit, internal controls, data analysis, and client-facing advisory work.
The firm is being built around clear communication, thoughtful tax coordination, and a practical understanding of how financial decisions fit together. Advisory services will be offered only after applicable Florida registration requirements are satisfied.
Waiting list for advisory engagements after Florida approval.
The following engagements are not available while registration is pending. They are shown only so prospective clients can request to be contacted after Florida approves Kier Financial’s registration filing.
Important availability note
Advisory engagements, investment management, portfolio recommendations, AUM-based services, and ongoing monitoring will not be offered unless and until Florida approves the firm’s registration filing and the client completes the required advisory onboarding process.
Ask about a current session or join the advisory waitlist.
Use the form below to inquire about a current education session or request to be contacted after regulatory approval regarding future advisory services.
✉ jkier@kierfinancial.com