Maria Fliess (CRD# 4566355) is an Investment Advisor Representative working at Portfolio Medics, LLC in Kenosha, WI and has over 21 years of experience in the finance industry.
CRD# 1257255
Raymond James Financial Services Advisors, Inc.
CRD# 4375964
Oneamerica Securities, Inc.
CRD# 5842757
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Retirement Advocates | Kenosha, WI | Jan 2017 - Current | 7 |
| Retirement Wealth Advisors | Kenosha, WI | Jul 2016 - Current | 7 |
| Fliess Financial Services, LLC | Kenosha, WI | Aug 2006 - Jan 2017 | 10 |
| Wealth Financial Advisory Services, LLC | Buffalo Grove, IL | Jan 2013 - Jul 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2002 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2013 |
- WI
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Total Assets Under Management500MILLIONS
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Total Number of Accounts2,499ACCOUNTS
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Average Account Value$199,924
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MI, MN, MO, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV
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