Anna Marie Kiser
Investment adviser representative at Greenleaf Financial Network, LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$123.7MFirm assets
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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.
- Greenleaf Financial Network, LLCOct 2024 to now
- Greenleaf Financal Network, LLCOct 2024 to now
- The Yucca Group, LLCJul 2010 to now
- Private Client ServicesOct 2024 to Dec 2025
- Osaic Wealth, Inc.Jun 2024 to Oct 2024
- Securities America AdvisorsOct 2017 to Jun 2024
- Securities America, Inc.Oct 2017 to Jun 2024
- National Planning CorporationAug 2016 to Oct 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (KS).
Greenleaf Financial Network, LLC
$123.7MAssets managed
189Clients
12Advisers
Under 1 yearIn 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
- 5832284
- Firm CRD
- 284165