Kieran Bieneman

Financial Advisor at Third Coast Advisors
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Burlington, Wisconsin, United States, US

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

5.0

/5.0
/ Based on 1 ratings
  • (1)
  • (0)
  • (0)
  • (0)
  • (0)

Filter reviews by:

Duncan Sanders

Kieran is the captain of our Esports team at Carroll University. He has displayed great leadership skills and dealt with a lot of diversity. His ability to bring our team together and keep everyone on the same page. He displays a lot of good qualities of a leader such as good communication and has a great grasp of setting goals for a team.

You need to have a working account to view this content.
You need to have a working account to view this content.

Credentials

  • Uniform Combined State Law Exam (Series 66)
    North American Securities Administrators Association (NASAA)
    Apr, 2023
    - Oct, 2024
  • General Securities Representative Exam (Series 7)
    FINRA
    Feb, 2023
    - Oct, 2024
  • Securities Industry Essentials (SIE)
    FINRA
    Jul, 2022
    - Oct, 2024
  • Advanced Certified Engineer (ACE)
    Ace Hardware Corporation
    Jun, 2018
    - Oct, 2024
  • Turf and Landscape 3.0
    Wisconsin Department of Agriculture, Trade and Consumer Protection
    Jul, 2020
    - Oct, 2024
  • Collaborative Institutional Training Initiative
    CITI Program
    Sep, 2021
    - Oct, 2024

Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Advisor
      • Oct 2022 - Present

      Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 1166 QUAIL CT., SUITE 100, PEWAUKEE WI, 53072, 262-7469270. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Third Coast Advisors, Inc. is not an affiliate or subsidiary of PAS or Guardian. Third Coast Advisors, Inc. is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof. The Living Balance Sheet® (LBS) and the LBS Logo are service marks of Guardian. © Copyright 2005-2022 Guardian Show less

    • United States
    • Retail
    • 700 & Above Employee
    • Stocker
      • Jan 2022 - May 2022

      As a stocker at Costco Wholesale I assisted customers in finding products and assisting in their needs. I as well had to ensure the product was neatly organized and flowed with the workplace. This including blocking down and moving pallets. As a stocker at Costco Wholesale I assisted customers in finding products and assisting in their needs. I as well had to ensure the product was neatly organized and flowed with the workplace. This including blocking down and moving pallets.

    • United States
    • Retail Groceries
    • 400 - 500 Employee
    • Warehouse Associate / Order Selector
      • Jun 2020 - Aug 2021

      At Roundy's Distribution Center in Oconomowoc, Wisconsin, I was a order selector for Roundy's. In the role I would drive a power worker carrying two pallets that I would have to build with orders for a certain store. I had to lift up to 100lbs and often lifted more than 1,600 cases a day. The job was very physically demanding and taught me how to work quickly in a high pace environment. I had to follow many OSHA regulations and work in a large team to complete all of the orders for the day. At Roundy's Distribution Center in Oconomowoc, Wisconsin, I was a order selector for Roundy's. In the role I would drive a power worker carrying two pallets that I would have to build with orders for a certain store. I had to lift up to 100lbs and often lifted more than 1,600 cases a day. The job was very physically demanding and taught me how to work quickly in a high pace environment. I had to follow many OSHA regulations and work in a large team to complete all of the orders for the day.

    • United States
    • Consumer Services
    • 1 - 100 Employee
    • Lawn Care Specialist
      • May 2019 - Jun 2020

      Working for Naturescape, I started as a mower for the company and I quickly was asked if I would be willing to get my certification in Turf and Landscape 3.0. I passed the exam, and have the ability to spray chemical products for lawn applications and other treatments. As a team member I had to maintain a friendly relationship with my clients. I diagnosed lawn care applications and often sold my clients other services I thought would be effective in treating their lawn. Working for Naturescape, I started as a mower for the company and I quickly was asked if I would be willing to get my certification in Turf and Landscape 3.0. I passed the exam, and have the ability to spray chemical products for lawn applications and other treatments. As a team member I had to maintain a friendly relationship with my clients. I diagnosed lawn care applications and often sold my clients other services I thought would be effective in treating their lawn.

    • United States
    • Hospitality
    • 700 & Above Employee
    • Line Cook / Server
      • Dec 2018 - Mar 2019

      I would take orders from the customers at the Ski Hill Resort, and would prepare their order as well. The range of items included, specialized hotdogs, burgers, chicken sandwiches, and countless other small items. I prepared refrigerated items, cooked on a flat top grill, and worked deep fryers to prepare their items. I had to use customer service and if there was any concerns about the quality of the food they received I would work in the best interest of the customer to find a solution. I would take orders from the customers at the Ski Hill Resort, and would prepare their order as well. The range of items included, specialized hotdogs, burgers, chicken sandwiches, and countless other small items. I prepared refrigerated items, cooked on a flat top grill, and worked deep fryers to prepare their items. I had to use customer service and if there was any concerns about the quality of the food they received I would work in the best interest of the customer to find a solution.

Education

  • Carroll University
    Bachelor's of Science, Communication
    2018 - 2022

Community

You need to have a working account to view this content. Click here to join now