Advisor at Kestra Advisory
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Exeland, WI
Credentials
CFP®, Series 63
Industry experience
28 years
Elizabeth Kietzman is a CFP® with 28 years of industry experience, currently affiliated with Kestra Advisory Services LLC and Kestra Investment Services LLC. She previously worked at Commonwealth Financial Network for nine years and Ameriprise Financial Services, Inc. for eleven years. In addition to her advisory role, she prepares tax returns seasonally through TREOWTH WEALTH ADVISORS. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients, including very large investors such as sovereign wealth funds. The firm offers services like plan design, fiduciary consulting, employee education, and access to multiple management platforms and third-party solutions.
Based on Kestra Advisory
Based on Kestra Advisory
Flat fees for financial planning and consulting typically range from $1,000 to $100,000, negotiated with the client.
Start-up - $1,999,999: 1.50% $2,000,000 - $4,999,999: 1.25% $5,000,000 - $9,999,999: 1.00% $10,000,000 - $24,999,999: 0.75% $25,000,000+: 0.50%
Commission-based compensation is available through affiliated broker-dealer Kestra IS; commissions and fees vary by product.
Financial planning and consulting services may be charged on an hourly basis when applicable.
Subscription fees may be charged monthly, quarterly, or semi-annually for financial planning or consulting services.
Account minimum: $10,000 (minimum for AdvisorChoice platform, but may be waived) Minimum fee: Minimum annual account fees on AdvisorEnterprise platform: $60 (APM-Tickets), $95 (APM-Wrap), $75 (FSP and SMA), $350 (UMA) Fee-only: Flat fees generally range from $1,000 to $100,000 but can be more or less as negotiated. Financial planning and consulting fees can also be charged hourly, as a percentage of assets, flat fee, or subscription (e.g., monthly, quarterly).
Exeland, WI
Minnesota · Texas · Wisconsin
Kestra Advisory Services LLC
2025 - Present (1 year)
Kestra Investment Services LLC
2025 - Present (1 year)
Commonwealth Financial Network
2016 - 2025 (9 years)
Ameriprise Financial Services, INC
2005 - 2016 (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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