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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kiley? Claim Your ProfileKiley Maertz is a financial advisor with Compound Planning, an independent Registered Investment Advisor (RIA) firm based in Laguna Niguel, California. With over a decade of experience in the financial services industry, Kiley has a proven track record of providing personalized financial advice to clients. Kiley specializes in developing customized financial plans that address her client's unique needs and goals. Kiley holds the Series 6, Series 63 and Series 65 licenses and has extensive knowledge of financial planning, portfolio management, and investment products.
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.
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.
Selection of other advisers
1
2
CA
06/21/2023 - Present
Compound Planning (Laguna Niguel CA)
CA
10/17/2012 - 01/15/2014
PATRICK CAPITAL MARKETS, LLC (TRABUCO CANYON CA)
NY
08/28/2012 - 09/07/2012
ASCENT REAL ESTATE SECURITIES, LLC (NEW YORK NY)
CA
02/22/2012 - 04/23/2012
AXA ADVISORS, LLC (LOS ANGELES CA)
NY
03/04/2009 - 01/10/2011
GUARDIAN INVESTOR SERVICES LLC (NEW YORK NY)
CA
10/17/2007 - 02/25/2009
SUNAMERICA CAPITAL SERVICES, INC. (WOODLAND HILLS CA)
IA
Issued 05/02/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/19/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/16/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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