Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kiersten? Claim Your ProfileKiersten Banaszak is an active investment advisor representative. Kiersten has been in the industry since 2008, with experience at several firms, including SII Investments, Inc., Tower Square Securities, Inc., Wells Fargo Advisors, LLC, and Wells Fargo Investments, LLC. Kiersten is currently registered with Cetera Investment Advisers LLC. Kiersten offers a range of financial planning, portfolio management, and educational seminar services for individuals, businesses, and pension plans.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
WI
06/29/2023 - Present
Cetera Investment Advisers LLC (BROOKFIELD WI)
WI
06/12/2013 - 07/05/2017
SII INVESTMENTS, INC. (BROOKFIELD WI)
WI
05/17/2012 - 06/04/2013
TOWER SQUARE SECURITIES, INC. (MILWAUKEE WI)
WI
01/03/2011 - 05/04/2012
WELLS FARGO ADVISORS, LLC (MILWAUKEE WI)
WI
05/22/2008 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (RACINE WI)
BOTH
Issued 7/9/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/20/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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