William Kientz, financial advisor Clearwater FL

William Kientz

CRD Number: 814850
Current Firm: Csenge Advisory Group, LLC

William Kientz (CRD# 814850) is an Investment Advisor Representative working at Csenge Advisory Group, LLC in Clearwater, FL and has over 36 years of experience in the finance industry. William Kientz 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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Professional Designations
Company Name Location Dates Years
Lion Street Financial Ridgeland, MS Sep 2019 - Current 4
Csenge Advisory Group, LLC Clearwater, FL Sep 2019 - Current 4
New York Life Ins. Co New York, NY Dec 1990 - Current 33
Kientz, Martin Hill & Breazeale LLC Jackson, MS Dec 1990 - Current 33
Kestra Financial Services, Inc. Austin, TX Apr 2016 - Sep 2019 3
Kestra Austin, TX Aug 2006 - Sep 2019 13
Nfp Securities, Inc. Austin, TX Aug 1997 - Apr 2016 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1987
Contact Info for William A. Kientz
Phone Number: 727-437-6000
Registered State(s):
  • MS
By the Numbers
  • Total Assets Under Management
    2,265
    MILLIONS
  • Total Number of Accounts
    13,504
    ACCOUNTS
  • Average Account Value
    $167,732
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV

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