Elizabeth Kiefer, financial advisor Milwaukee WI

Elizabeth Kiefer

CRD Number: 2844068
Current Firm: Riverwater Partners LLC

Elizabeth Kiefer (CRD# 2844068) is an Investment Advisor Representative working at Riverwater Partners LLC in Milwaukee, WI and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Riverwater Partners, LLC Milwaukee, WI Sep 2019 - Current 4
Falcons Rock Impact Investments, LLC Germantown, WI Mar 2019 - Sep 2019 < 1
Falcons Rock Investment Counsel, LLC Germantown, WI Dec 2006 - Sep 2019 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1997
S65 NASAA Investment Advisors Law Examination Jun 2000
S66 NASAA Uniform Combined State Law Examination Apr 2005
Contact Info for Elizabeth A. Kiefer
Phone Number: 414-858-8000
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    872
    MILLIONS
  • Total Number of Accounts
    545
    ACCOUNTS
  • Average Account Value
    $1,599,523
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

FL, IL, MN, TX, WI

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