Kiel VanderVeen is a Certified Financial Planner™ professional, helping business owners, farmers, and engineers find financial balance. His areas of focus are tax mitigation, income planning, and charitable planning. Starting out as a tax preparer provided a strong foundation for his pursuing a career in financial planning; seeing firsthand the impact of clients not planning for tax filing inspired him to start thinking about how to make tangible, lasting changes in their financial life, and ultimately their future.
Kiel holds a Bachelor of Business Administration in Accounting from the University of Nebraska and holds the Series 7 and 66 securities licenses. He earned his CFP® status in 2015. Kiel has been involved with the Nebraska Community Foundation, both locally and statewide, since 2005. Kiel was honored to be member of the Leadership Nebraska Class X, and most recently to be named as one of Forbes Next-Gen Wealth Advisors*.
Kiel and his wife, Mimi live in Nebraska City, where they both are involved in the Arbor Shrine club of the Tangier Shrine and support local groups that address poverty. Together, they enjoy fishing, cooking, gardening and company of their two dogs.
CFP® | Certified Financial Planner™ |
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.
*Forbes list of "America's Top Next-Generation Wealth Advisors/Top Millennial Advisors 2018." Data provided by SHOOK™ Research, LLC. Data as of 3/31/2018. SHOOK Research considered advisors born in 1980 or later with a minimum of four years of
relevant experience. Advisors have built their own practices and lead their teams; joined teams and are viewed as future leadership;
or a combination of both. Ranking algorithm is based on qualitative measures derived from telephone and in person interviews and
surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations,
etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is
not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings
are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Forbes receives compensation from the advisors or their
firms in exchange for placement on a ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC. This ranking is
not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients'
experience. Out of 5,832 advisors considered, 1,000 made the final list in 2018.
For more information see SHOOKresearch.com. This ranking is not indicative of advisor's future performance, is not an endorsement and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating.
1Minimum account sizes are general since it can vary depending on a range of circumstances. 2Advisors are judged on individual contribution but total team assets are shown, which can include one or more additional advisors. 3Minimum account sizes are general since it can vary depending on a range of circumstances.