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Patricia Anne Kiefer

REVIEW SERVICES INC·BROOKFIELD, Wisconsin
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13255 WEST BLUEMOUND ROAD, BROOKFIELD, WI 53005CRD# 1382962Firm CRD# 110277
01

About

Patricia Anne Kiefer is a registered financial advisor based in BROOKFIELD, Wisconsin, affiliated with REVIEW SERVICES INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
REVIEW SERVICES INC
REVIEW SERVICES INC
AUM
$177M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at REVIEW SERVICES INC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1382962
Firm CRD# 110277
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Patricia Anne Kiefer offer?
Patricia Anne Kiefer specializes in Financial Planning, Investment Management. Contact their office in BROOKFIELD, Wisconsin for a consultation.
What are Patricia Anne Kiefer's credentials?
Patricia Anne Kiefer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patricia Anne Kiefer located?
Patricia Anne Kiefer is based in BROOKFIELD, Wisconsin, working with REVIEW SERVICES INC. Their office serves clients in the BROOKFIELD metropolitan area and surrounding communities.
How does Patricia Anne Kiefer charge for services?
Patricia Anne Kiefer's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is REVIEW SERVICES INC?
REVIEW SERVICES INC has approximately 3 employees and manages $177M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in BROOKFIELD
Tim Allen Konicke — REVIEW SERVICES INCRamu Ramiah — RAMIAH INVESTMENT GROUP, INC.Letha Joseph — RAMIAH INVESTMENT GROUP, INC.Todd Kevin Voit — VOIT & COMPANY, LLCWilliam Goodman — GOLDEN ANGELS INVESTORS, LLC
Nearby cities in Wisconsin
MILWAUKEE (515)MADISON (242)GREEN BAY (92)APPLETON (83)WAUKESHA (77)
City Guides
MILWAUKEE GuideMADISON GuideGREEN BAY GuideAPPLETON GuideWAUKESHA Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
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