Patricia A. Kiefer

REVIEW SERVICES

BROOKFIELD , WI 53005

Some features on this profile are disabled

CRD#: 1382962

Professional summary

Patricia Anne Kiefer, CFP®, who also goes by Patricia Anne Cramer, is a registered financial advisor currently at REVIEW SERVICES INC located in Brookfield , Wisconsin.

Patricia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Patricia has worked at 5 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

What are your service offerings?

Debt Management

Comprehensive Financial Planni...

Estate Planning

Investment Planning

Retirement Planning

Tax Planning

Are you a "fiduciary"?

Yes

Aliases

Patricia Anne Cramer

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

INDEPENDENT INSURANCE AGENT, OUTSIDE RIA

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patricia Anne Kiefer's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1988

Experience

Current

October 11, 1991 - Present

REVIEW SERVICES INC

Office #1: 13255 W. Bluemound Rd., Suite 205, Brookfield , WI 53005

RIA

CRD#: 110277

BROOKFIELD , WI

Past

May 3, 1991 - April 7, 2006

HARBOUR INVESTMENTS, INC.

CRD#: 19258

MADISON, WI

Past

May 4, 1990 - July 17, 1991

NEW ENGLAND SECURITIES

CRD#: 615

NEW YORK, NY

Past

August 20, 1985 - December 24, 1986

AMERICAN EXPRESS FINANCIAL CORPORATION

CRD#: 6320

Past

August 20, 1985 - May 3, 1990

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

REVIEW SERVICES INC

CRD#: 110277 / SEC#: 801-39487

RIA

Registered Investment Advisory firm - (7/15/1991 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Wisconsin
(10/11/1991)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 7/1/1985

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/17/1985

General Securities Representative Examination

Current Firm

REVIEW SERVICES INC

CRD#: 110277 / SEC#: 801-39487

RIA

Registered Investment Advisory firm - (7/15/1991 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

13255 West Bluemound Road Suite 205, Brookfield, WI 53005

Mailing Address

Phone number

(262) 784-9690

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2 AND 2B 050625 (5/6/2025)

Regulatory assets under management

Total Number of Accounts	761
AUM (Assets Under Management)	$ 189,210,196

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/24/2024	Cover Page	Report
01/23/2024	Cover Page	Report
10/24/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

Similar Advisors

Shelly Wohler

INDEPENDENT FINANCIAL PARTNERS

IAR

Brookfield, WI

Casey Berrall

BKM WEALTH MANAGEMENT

IAR

Brookfield, WI

Carson Biber

DRAKE & ASSOCIATES, LLC

IAR

WAUKESHA, WI

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Patricia A. Kiefer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patricia Anne Kiefer's CRS (Customer Relationship Summary).

Certified licenses

Experience

HARBOUR INVESTMENTS, INC.

NEW ENGLAND SECURITIES

AMERICAN EXPRESS FINANCIAL CORPORATION

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

REVIEW SERVICES INC

State Registrations and Notice Filings

Exams

Series 63

Date: 7/1/1985

Series 7

Date: 8/17/1985

Current Firm

REVIEW SERVICES INC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

REVIEW SERVICES INC

TRUST BUT VERIFY

Contact information

Similar Advisors