Genevieve Marie Zeletz
Investment adviser representative at Kestra Advisory Services, LLC
14 yearsExperience
1 stateRegistered in
$79.8BFirm assets
27 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Kestra Advisory Services, LLCJun 2025 to now
- UnemployedOct 2024 to Jun 2025
- Mosaic AdvisorsSep 2018 to Oct 2024
- Ameriprise Financial Services, Inc.Apr 2018 to Sep 2018
- UnemployedOct 2017 to Mar 2018
- Ameriprise Financial Services, Inc.Aug 2012 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (TX).
Kestra Advisory Services, LLC
$79.8BAssets managed
117,403Clients
1,473Advisers
27 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4990497
- Firm CRD
- 283330