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Anna Marie Kiser

Greenleaf Financial Network, LLC

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About Anna Marie Kiser

Anna Marie Kiser is a financial advisor with Greenleaf Financial Network, LLC. Anna has been in the financial industry since 2011 and is registered to offer securities and investment advice in Kansas and Texas. Anna is a Certified Financial Planner™ and provides financial planning, pension consulting and portfolio management services to individuals and businesses.

Firm Information

Anna Kiser is currently registered with Greenleaf Financial Network, LLC. Greenleaf Financial Network, LLC is an independent financial advisory firm with over 290 clients and approximately $85 million in assets under management. They offer financial planning, pension consulting, selection of other advisers, and portfolio management for individuals. The firm's client base includes high-net-worth individuals and individuals other than high-net-worth. They have 9 investment adviser representatives and 6 licensed agents.

$85.51M

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Anna Kiser’s Registration & Firm History

KS

10/28/2024 - Present

Greenleaf Financial Network, LLC (LEAWOOD KS)

KS

10/17/2017 - 06/14/2024

SECURITIES AMERICA, INC. (HUTCHINSON KS)

KS

08/10/2016 - 10/20/2017

NATIONAL PLANNING CORPORATION (HUTCHINSON KS)

KS

05/24/2011 - 08/11/2016

VSR FINANCIAL SERVICES, INC. (HUTCHINSON KS)

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Licenses & Designations

BOTH

Issued 11/23/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/23/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Anna Marie Kiser.
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