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Meet our team

Joe Kiefer II - Financial Advisor

Joe is a Registered Representative of CUNA Brokerage Services, Inc., a broker/dealer with a select portfolio of securities products, such as mutual funds, and a member of FINRA and SIPC. Joe is also a licensed insurance representative of CMFG Life Insurance Company.

I love getting the opportunity to sit across from a lot of hard working people and help them make the right financial decisions for now and the future. My 5 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, reliable financial advice.

Education

  • Economics and business at 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

  • Over 5 years of financial industry experience

Community Involvement

  • Volunteer Grants Committee member for Evansville Convention Visitors Bureau
  • Board member for Evansville Metropolitan Planning Organization

Personal

  • Track & Field coach, Football strength & conditioning coach at Memorial High School
  • Husband to Emily Kiefer and father to Addie Kate

Contact Joe today and schedule your no-cost, no-obligation appointment.

Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC , a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. FR-1707147.1-0217-0319