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Credentials
CFP®, Series 63
Experience Industry experience
29 years
Location
Exeland, WI
Kestra Advisory
Enterprise
Elizabeth Kietzman is a CFP® with 29 years of industry experience, currently serving as an investment adviser representative at Kestra Advisory Services LLC. Prior to joining Kestra, she spent nine years with Commonwealth Financial Network. She also works as a tax preparer through Treowth Wealth Advisors during tax season. Kestra Advisory Services provides investment advisory and retirement-plan consulting to both institutional and individual clients, offering a range of fiduciary and plan-level services supported by due diligence and access to multiple management platforms.
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
Exeland WI
Advisors at this office
1
Minnesota · Texas · Wisconsin
29 years of industry experience
Kestra Advisory Services LLC
2025 - Present • 1 year
New Brighton, MN
Kestra Investment Services LLC
2025 - Present • 1 year
New Brighton, MN
Commonwealth Financial Network
2016 - 2025 • 9 years
San Diego, CA
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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