KM
KM

Katrina Mleziva

2 Years of Experience
Green Bay, WI
Broker

Katrina Mleziva is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Green Bay, WI, with 2 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

1277 W. Mason Street, Green Bay, WI, 54303

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
July 2025 - Present · 10 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2023 - January 2025 · 2 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2022 - January 2025 · 2 yrs 2 mos
State Registrations17 states
AZCAFLIAIDILINLAMEMIMNNVNYTXVAWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Katrina Mleziva - Financial Advisor | TrueAdvisor