John Kiely

RPA Account Manager at Plancorp, LLC

John Kiely has extensive experience in financial services and client management. Currently serving as an RPA Account Manager at Plancorp, LLC since May 2022, John has previously held positions such as Client Services Associate at Thousand CPA Services, LLC and Retirement Solutions Associate at Buckingham Strategic Partners. Prior to this, John worked as an Advisory Team Specialist at Buckingham Strategic Wealth and an Insurance Agent at Mutual of Omaha. Additional experience includes a Financial Advising Internship at Edward Jones and underwriting at Auto-Owners Insurance. John holds a degree from the University of Missouri-Columbia, obtained in 2018, and is licensed in insurance in the state of Missouri.

Links

Previous companies

Mutual of Omaha logo

Org chart

This person is not in the org chart


Teams

This person is not in any teams