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).
Total Assets Under Management1MILLION
Total Number of Accounts1ACCOUNTS
Average Account Value$1,006,000
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Kileen Rezac (CRD# 1534642) is an Investment Advisor Representative working at Kileen Diane Rezac, Sole Proprietor in Marshalltown, IA and has over 30 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.