Steven Kienzle (CRD# 2353137) is an Investment Advisor Representative working at Kienzle Wealth Consulting LLC in Nokomis, FL and has over 30 years of experience in the finance industry. Steven Kienzle has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6120456
Sage Wealth Consulting, LLC
CRD# 1493667
Spire Wealth Management, LLC
CRD# 5983189
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kienzle Wealth Consulting LLC | Nokomis, FL | Aug 2021 - Current | 2 |
| Antonetti Capital Management, Llc, Dba Kienzle Wealth Consulting | Nokomis, FL | May 2020 - Mar 2022 | 1 |
| Fidelity Personal And Workplace Advisors LLC | Boston, MA | Jul 2018 - Mar 2020 | 1 |
| Fidelity Brokerage Services, Inc. | Sarasota, FL | Jan 1994 - Mar 2020 | 26 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1993 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2001 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
FL
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