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Jaclyn Ann Cizek

Kestra Investment Services, LLC

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About Jaclyn Ann Cizek

Jaclyn Cizek is a financial advisor with Kestra Investment Services, LLC. Jaclyn has been in the financial industry since 2004. Prior to joining Kestra, Jaclyn was a financial advisor at PROEQUITIES, INC. and Clark Securities, Inc. Jaclyn is a licensed Series 6 and Series 63. Jaclyn holds the SIE certification. Jaclyn is registered with the state of Minnesota. Jaclyn is currently located at the Kestra Investment Services, LLC office in Prior Lake, Minnesota.

Firm Information

Jaclyn Cizek is currently registered with Kestra Investment Services, LLC. Kestra Investment Services, LLC is a Limited Liability Company formed in September 2014 and is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has been involved in 14 regulatory events and 2 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

302

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.

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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Jaclyn Cizek’s Registration & Firm History

MN

01/04/2018 - Present

Kestra Investment Services, LLC (Prior Lake MN)

MN

01/19/2012 - 12/07/2017

PROEQUITIES, INC. (PRIOR LAKE MN)

MN

09/04/2007 - 02/03/2011

CLARK SECURITIES, INC. (BLOOMINGTON MN)

MN

09/22/2004 - 12/31/2006

CLARK SECURITIES, INC. (BLOOMINGTON MN)

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Licenses & Designations

BC

Issued 09/23/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/21/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jaclyn Ann Cizek.
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