Kiersten Banaszak
Kiersten Banaszak is a registered investment advisor at Cetera Investment Advisers LLC, based in Brookfield, WI, with 17 years of industry experience. Kiersten operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
250 N Patrick Blvd Ste 100, Brookfield, WI, 53045
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kiersten sells fixed insurance products including life, annuities, and long-term care, dedicating a few hours per week. She also works full-time as Chief Compliance Officer for Benevest & Associates and as an assistant manager for Benetrak, assisting with 401(k) enrollments.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Sii Investments, INC.
Sii Investments, INC.Broker
Tower Square Securities, INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
State Registrations23 states
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