Kiley Maertz, financial advisor Aliso Viejo CA

Kiley Maertz

CRD Number: 5294563
Current Firm: Claraphi Advisory Network, LLC

Kiley Maertz (CRD# 5294563) is an Investment Advisor Representative working at Claraphi Advisory Network, LLC in Aliso Viejo, CA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Claraphi Advisory Network, LLC Laguna Hills, CA Jun 2017 - Current 4
Heritage Financial Services Lake Forest, CA Jan 2015 - Current 7
Freedom Mortgage Santa Ana, CA Mar 2013 - Jul 2015 2
Patrick Capital Markets St. Louis, MO Oct 2012 - Dec 2013 1
James Alpha Management New York, NY Aug 2012 - Sep 2012 < 1
Ascent Real Estate Securities LLC Greenwood Village, CA Aug 2012 - Sep 2012 < 1
Unemployed Santa Monica, CA Apr 2012 - Aug 2012 < 1
Axa Advisors Los Angeles, CA Feb 2012 - Apr 2012 < 1
Unemployed Santa Monica, CA Feb 2011 - Feb 2012 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2007
S65 NASAA Investment Advisors Law Examination May 2017
Contact Info for Kiley C. Maertz
Phone Number: 949-215-0025
Firm Website: http://www.claraphi.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,070
    MILLIONS
  • Total Number of Accounts
    12,086
    ACCOUNTS
  • Average Account Value
    $88,567
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, CO, CT, FL, GA, HI, IL, KY, MA, MD, MN, MO, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI

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