BBB Business Review

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This business is not BBB accredited.

Kiehne Wealth & Retirement

Phone: (505) 585-2444 Fax: (505) 585-2445 6700 Jefferson NE Suite C-3, Albuquerque, NM 87109 http://www.kwealth.net


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Description

The focus of Kiehne Wealth & Retirement is to provide low risk, low volatility money management solutions.  Shawn is proud to be independent of any of the typical "big box" financial companies.  Shawn is affiliated with several boutique money managers who use tactical strategies instead of the traditional "buy and hold" model.  As a Series 65 licensed advisor, Shawn is obligated to adhere to the "fiduciary standard", which means he must provide unbiased advice and solutions for his clients.   Shawn also holds his life and health insurance license and has been in the financial services industry since 2003. 


BBB Accreditation

This business is not BBB accredited.

Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation.

To be accredited by BBB, a business must apply for accreditation and BBB must determine that the business meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses must pay a fee for accreditation review/monitoring and for support of BBB services to the public.


Reason for Rating

BBB rating is based on 13 factors. Get the details about the factors considered.

Factors that affect the rating for Kiehne Wealth & Retirement include:

  • Length of time business has been operating
  • No complaints filed with BBB


Customer Complaints Summary

0 complaints closed with BBB in last 3 years | 0 closed in last 12 months
Complaint Type Total Closed Complaints
Advertising/Sales Issues 0
Billing/Collection Issues 0
Delivery Issues 0
Guarantee/Warranty Issues 0
Problems with Product/Service 0
Total Closed Complaints 0

Customer Reviews Summary Read customer reviews

0 Customer Reviews on Kiehne Wealth & Retirement
Customer Experience Total Customer Reviews
Positive Experience 0
Neutral Experience 0
Negative Experience 0
Total Customer Reviews 0

Additional Information

BBB file opened: October 30, 2015 Business started: 12/01/2009 in NM Business incorporated 08/23/2013 in NM
Licensing, Bonding or Registration

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

These agencies may include:

New Mexico Securities Division
2550 Cerrillos Rd, Santa Fe NM 87505
http://www.rld.state.nm.us/Securities/index.htm
Phone Number: (800) 704-5533
Fax Number: (505) 984-0617
RLDSD@state.nm.us
The number is CRD6563829.

New Mexico Office of Superintendent of Insurance
PO Box 1689, Santa Fe NM 87504-1269
http://www.osi.state.nm.us/
Phone Number: (855) 427-5674
Fax Number: (505) 827-4734
loretta.trujillo@state.nm.us
The number is 113159.

New Mexico Office of Superintendent of Insurance
PO Box 1689, Santa Fe NM 87504-1269
http://www.osi.state.nm.us/
Phone Number: (855) 427-5674
Fax Number: (505) 827-4734
loretta.trujillo@state.nm.us
The number is 100011247.

Type of Entity

Limited Liability Company (LLC)

Business Management
Mr. Shawn B. Kiehne, Owner Ms. Victoria Zamora, Office Manager
Contact Information
Principal: Mr. Shawn B. Kiehne, Owner
Business Category

Investment Advisory Service

Hours of Operation
M: 9:00 AM - 5:00 PM
T: 9:00 AM - 5:00 PM
W: 9:00 AM - 5:00 PM
Th: 9:00 AM - 5:00 PM
F: 9:00 AM - 5:00 PM
S: Closed
Su: Closed
H: Closed
Alternate Business Names
401K Pros, LLC
X

BBB Customer Review Rating plus BBB Rating Overview


BBB Customer Reviews Rating represents the customers opinions of the business. The Customer Review Rating is based on the number of positive, neutral and negative customer reviews posted that are calculated to produce a score.

Customer Review Experience Value
Positive Review 5 points per review
Neutral Review 3 points per review
Negative Review 1 point per review

BBB letter grades represent the BBB's opinion of the business. The BBB grade is based on BBB file information about the business. In some cases, a business' grade may be lowered if the BBB does not have sufficient information about the business despite BBB requests for that information from the business.
Details

BBB Letter Grade Scale

BBB Rating Value
A+ 5
A 4.66
A- 4.33
B+ 4
B 3.66
B- 3.33
C+ 3
C 2.66
C- 2.33
D+ 2
D 1.66
D- 1.33
F 1
NR -----
Star Rating scale

  Average Score
5 stars 5.00
4.5 stars 4.50-4.99
4 stars 4.00-4.49
3.5 stars 3.50-3.99
3 stars 3.00-3.49
2.5 stars 2.50-2.99
2 stars 2.00-2.49
1.5 stars 1.50-1.99
1 star 0-1.49

BBB Customer Review Rating plus BBB Rating is not a guarantee of a business' reliability or performance, and BBB recommends that consumers consider a business' BBB Rating and Customer Review Rating in addition to all other available information about the business. If the BBB Rating is NR then only Customer Reviews are used for the Star Rating.