Patricia Kiefer (CRD# 1382962) is an Investment Advisor Representative working at Review Services Inc. in Brookfield , WI and has over 38 years of experience in the finance industry. Patricia Kiefer 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# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
CRD# 5625693
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Review Services, Incorporated | Brookfield, WI | May 1991 - Current | 33 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1985 |
- WI
-
Total Assets Under Management159MILLIONS
-
Total Number of Accounts794ACCOUNTS
-
Average Account Value$200,654
- 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
AZ, TX, WI
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