Kiersten Banaszak (CRD# 4826863) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Brookfield, WI and has over 15 years of experience in the finance industry.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
CRD# 5625693
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Advisers LLC | Schaumburg, IL | Jun 2023 - Current | < 1 |
| Tranont, Independent Sales Rep Kiersten Banaszak | Hartland, WI | Nov 2022 - Current | 1 |
| Cetera Advisor Networks LLC | El Segundo, CA | Jul 2017 - Current | 6 |
| Benevest & Associates | Brookfield, WI | Jun 2013 - Current | 10 |
| Stella And Dot | Hartland, WI | Jul 2020 - Nov 2022 | 2 |
| Torri Belle, Independent Representative Kiersten Banaszak | Hartland, WI | Jul 2020 - Nov 2022 | 2 |
| Limelife By Alcone | Hartland, WI | Nov 2019 - Nov 2022 | 3 |
| Sii Investmetns | Brookfield, WI | Jun 2013 - Jul 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2008 |
- TX
- WI
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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