Katrina Jean Mleziva
Investment adviser representative at Raymond James Financial Services Advisors, Inc
11 yearsExperience
2 statesRegistered in
$390BFirm assets
17 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 feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Raymond James Financial Services Advisors, Inc.Jul 2025 to now
- Raymond James Financial Services, Inc.Jul 2025 to now
- UnemployedJan 2025 to Jul 2025
- Bank of America, N.A.Nov 2022 to Jan 2025
- Merrill Lynch, Pierce, Fenner & Smith Inc.Jul 2022 to Jan 2025
- Taverne In the Sky Lodge KohlerFeb 2022 to Jun 2022
- Encadria Staffing SolutionsJan 2022 to Jun 2022
- Red LobsterJan 2022 to Jan 2022
- WoodmansOct 2021 to Dec 2021
- American Foods GroupMay 2021 to Sep 2021
- The CrowOct 2020 to Jan 2021
- TargetApr 2020 to Jun 2020
- Red LobsterJan 2020 to Mar 2020
- University of Wisconsin - La-crosseSep 2019 to Dec 2021
- Encadria Staffing SolutionsJun 2019 to Aug 2019
- St. Norbert CollegeAug 2018 to May 2019
- Red LobsterJun 2017 to Aug 2019
- Dairy QueenJun 2016 to Jun 2017
- Pulaski High SchoolSep 2015 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (TX, WI).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 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
- 7600701
- Firm CRD
- 149018