Kileen Diane Rezac, Sole Proprietor

Kileen Diane Rezac, Sole Proprietor (CRD# 116718) is a financial advisory firm headquartered in Marshalltown, IA. They manage $1,006,000 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $1,006,000
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IA

Financial Advisors at Kileen Diane Rezac, Sole Proprietor
Showing 1 - 1 of 1 top financial advisors.
1
Kileen D. Rezac
CRD#: 1534642
25 South Center Street, Marshalltown, IA 50158
86
Wealthminder
score

Kileen Rezac (CRD# 1534642) is an Investment Advisor Representative working at Kileen Diane Rezac, Sole Proprietor in Marshalltown, IA and has over 28 years of experience in the finance industry. Kileen Rezac 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.

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