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George McFerren Kiebler Jr

Investment Adviser Representative at ESI Financial Advisors

Franktown, COCRD #5068068Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
20 yrs
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

George Mcferren Kiebler Jr. is an investment adviser representative in Franktown, CO, currently registered with Summit Global Investments, LLC and Equity Services, Inc. They have worked in the securities industry since 2006 and have been registered with 4 firms, including Transamerica Financial Advisors, Inc. and Investment Advisors International, Inc. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Colorado.

Registrations & licenses

Registration type
Dual-registered
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Colorado
Broker:
5 states and territories

California, Colorado, Florida, Nevada, South Dakota

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 11/28/2008
Series 63
Uniform Securities Agent State Law Examination
Passed 3/1/2006
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 1/4/2006
Series 26
Investment Company Products/Variable Contracts Principal Examination
Passed 2/29/2012

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Equity Services, Inc.Current
10/14/2025 – Franktown, CO
Summit Global Investments, LLCCurrent
10/11/2023 – Englewood, CO
Transamerica Financial Advisors, Inc.
1/6/2012 – 9/15/2023Englewood, CO
Investment Advisors International, Inc.
12/19/2008 – 1/6/2012Centennial, CO

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Br&d Landscape, Inc.
    Jan 1995 – Dec 2018Frantown, CO
  2. WFG
    Nov 2008 – Sep 2023Greenwood Village, CO
  3. Transamerica Financial Advisors, Inc
    Jan 2012 – Sep 2023Greenwood Village, CO
  4. Syracuse Limited Liability Company
    Oct 2017 – Oct 2025Greenwood Village, CO
  5. College LOAN Freedom, Inc
    Mar 2019 – Jan 2020Henderson, NV
  6. WealthWave
    Jan 2016 – Sep 2023Greenwood Village, CO
  7. Summit Global Investments
    Sep 2023 – no end date reportedBountiful, UT
  8. United Planners Financial Services
    Jan 2024 – Oct 2025Scottsdale, AZ
  9. George M. Kiebler Jr.
    Nov 2007 – no end date reportedFranktown, CO
  10. Summit Global Investments, LLC
    Jan 2018 – no end date reportedFranktown, CO
  11. Net Law LLC
    Jan 2024 – Oct 2025Louisville, KY
  12. Equity Services, Inc
    Oct 2025 – no end date reportedMontpelier, VT

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About ESI Financial Advisors

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Commissions
  • Hourly
  • Fixed fee
Firm account minimum
$10,000
Firm's annual rate schedule by assets
  • $1 to $1,000,0001.00%
  • $1,000,001 to $2,500,0000.75%
  • $2,500,001 to $4,999,9990.60%
  • $5,000,000 to $10,000,0000.50%

+1 more tiers on the firm profile

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Broker-dealer and registered investment adviser services for financial professionals, including operations support, compliance collaboration, business development resources, sales and marketing resources, software integration, and advisory services.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension ConsultingSelection of Other AdvisersEducational Seminars and Workshops
Firm areas of expertise
Broker-dealerRegistered Investment AdviserFinancial Professional SupportBusiness DevelopmentComplianceAdvisory ServicesOperationsNational Life Group Affiliate

Client types the firm serves

IndividualsHigh Net WorthBanking or Thrift InstitutionsPension/Profit SharingCharitable OrganizationsState/MunicipalOther Investment AdvisersInsurance CompaniesSovereign WealthCorporations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
532
Offices listed on AdvisorFinder:
26
Main office:
Montpelier, VT
Founded:
1968
SEC file number:
801-41722

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of July 1, 2026

View full firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. George McFerren Kiebler Jr has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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George McFerren Kiebler Jr (Equity Services) | AdvisorFinder