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Adviser and broker representative · Kestra Advisory Services, LLC

Elizabeth K. Kietzman

CRD 2742708 · Exeland, WI

At a glance

Elizabeth K. Kietzman is an investment adviser representative with Kestra Advisory Services, LLC in Exeland, WI, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Elizabeth’s SEC record dates to 2006, about 20 years ago. Elizabeth is also registered as a broker representative. Designations on file: Certified Financial Planner.

Current advisory firm

SEC adviser record

Registered since
2006 (20 years)
Designations
Certified Financial Planner
Exams
Series 63
Registered in
3 states
Also a broker representative
Yes
Disclosures on record
None

AtlasMembers

Elizabeth’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
Locked
Previous firms, with start and end dates
2 firmsLocked
Employment history
Locked
States they’re registered in
Locked
Outside business activities
Locked
When they joined their current firm, and their firm’s growth
Locked
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.

More at Kestra Advisory Services, LLC

Every advisor at Kestra Advisory Services, LLC →Kestra Advisory Services, LLC: assets, clients and custodians →Kestra news, moves and payouts →Financial advisors in Exeland, WI →Advisor Moves: who changed firms this week →