Gary Kieffner has been an investment adviser representative at Brandon Financial Planning since August 2006, and is not listed among the firm’s executive officers or direct owners. Gary Kieffner holds a Bachelor of Science (honors and an MBA from Christian Brothers University. Gary Kieffner studied double major in economics/finance and management) at Christian Brothers University.
Brandon Financial Planning, Inc. is a Memphis, TN firm with $435M under management, 252 clients and 3 advisers in one office, as of its March 2026 filing.
Gary Lee Kieffner, Jr. is Senior Analyst and Planner of Brandon Financial Planning, Inc. He joined the firm in 1998, after working with Prudential Securities. He analyzes personal and corporate investments, risk parameters and legacy programs to build plans that create wealth.
- – present · 20 yearsMemphis, TN · Adviser representative · Firm CRD 110267
Professional designations
Listed by Brandon Financial Planning
- Certified Financial Planner (CFP®)
Investment adviser representative registrations
Gary Kieffner is registered as an investment adviser representative in 2 states. The first approvals date from August 2006; the most recent is Texas, in May 2024.
- TennesseeSince 25 August 2006
- TexasSince 8 May 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 13 March 1997 |
| Series 63 | Uniform Securities Agent State Law Examination | 26 February 1997 |
| Series 7 | General Securities Representative Examination | 19 February 1997 |
- Name
- Operations Professional Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Gary Lee Kieffner
- CRD
- 2843171
- Firm
- Brandon Financial Planning · CRD 110267
- Office
- 5101 WHEELIS ROAD, SUITE 112, Memphis, TN 38117
- Registration
- Investment adviser and broker registrations
- In the industry since
- May 1997
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- brandonplanning.com
Where does Gary Kieffner work?
Gary Kieffner is an investment adviser representative registered through Brandon Financial Planning, Inc. since August 2006, and is not listed among the firm’s executive officers or direct owners.
Is Gary Kieffner a financial advisor?
Yes. Gary Kieffner has a current investment-adviser registration in Tennessee and Texas, through Brandon Financial Planning since August 2006.
How many years of experience does Gary Kieffner have?
Gary Kieffner has 29 years in the financial industry, since May 1997, across 1 adviser firm.
What exams has Gary Kieffner passed?
Gary Kieffner has passed 4 licensing exams: the Series 7, Series 63, Series 65 and Series 99TO. The earliest, the Series 7, was passed in February 1997. FINRA credited Gary Kieffner with the SIE, which began in October 2018.
Where is Gary Kieffner based?
Gary Kieffner’s registered office is in Memphis, TN.
Is Gary Kieffner registered with FINRA?
Yes. Gary Kieffner has a current broker registration, under CRD 2843171.
Source: FINRA BrokerCheck
Is Gary Kieffner a CFP?
Brandon Financial Planning lists Gary Kieffner with the CFP credential (“Certified Financial Planner (CFP®)”) on its website. CFP Board confirms certification status.
Source: Gary Lee Kieffner, Jr. biography, brandonplanning.com
How can I verify Gary Kieffner’s record?
Search CRD 2843171 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Gary Kieffner’s full registration record.
Raymond BrandonPresident- James CullenChief Compliance Officer