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Elizabeth Ann Kiefer

Riverwater Partners LLC

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About Elizabeth Ann Kiefer

Elizabeth Kiefer is a registered Investment Advisor Representative with Riverwater Partners LLC. Elizabeth has been in the financial services industry since 1997 and has held previous positions with THRIVENT INVESTMENT MANAGEMENT INC. and STRONG INVESTMENTS, INC.. Elizabeth is licensed to provide financial advice in the state of Wisconsin. Elizabeth's firm, Riverwater Partners LLC, provides financial planning, portfolio management for individuals and portfolio management for businesses.

Firm Information

Elizabeth Kiefer is currently registered with Riverwater Partners LLC. Riverwater Partners LLC is an investment advisor based in Milwaukee, WI, with a focus on providing financial planning and portfolio management services to individuals, corporations, charitable organizations, and pension plans. They have over $871 million in assets under management and specialize in serving high-net-worth individuals and institutional clients. The firm offers a wide range of services including portfolio management, investment management, and financial planning. Riverwater Partners LLC prides itself on its personalized approach to client relationships and its commitment to providing comprehensive financial advice.
Riverwater Partners LLC

1433 N. WATER STREET

MILWAUKEE, WI 53202

$871.74M

Assets Under Management

Not reported

Total Clients

6

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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percentage of assets

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

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Elizabeth Kiefer’s Registration & Firm History

WI

10/15/2019 - Present

Riverwater Partners LLC (MILWAUKEE WI)

MN

03/24/2005 - 07/27/2005

THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)

WI

02/20/1997 - 10/30/2001

STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)

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Licenses & Designations

BOTH

Issued 04/15/2005

Series 66 - Uniform Combined State Law Examination

IA

Issued 06/13/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/28/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/23/2005

Series 7 - General Securities Representative Examination

BC

Issued 02/19/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Elizabeth Ann Kiefer.
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