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® certification in 2015. Kiel has been involved with the Nebraska Community Foundation, both locally and statewide, since 2005. Kiel was honored to be a member of the Leadership Nebraska Class X and has been named on two Forbes lists: in 2018 as a Next-Gen Wealth Advisor*, and 2019 as a Best in State Wealth Advisor**.
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. Out of 5,832
advisors considered, 1,000 made the final list in 2018.
**The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria and quantitative data. Those advisors who are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, AUM, compliance records, industry experience and those who encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Out of 29,334 advisors nominated by their firms, 3,477 received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of an individual client's experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC.