Elizabeth K. Kietzman

KESTRA ADVISORY SERVICES

New Brighton, MN 55112

Some features on this profile are disabled

CRD#: 2742708

Professional summary

Elizabeth Karen Kietzman, CFP®, who also goes by Elizabeth Karen Abel, Beth Krogh, Elizabeth Karen Krogh, Elizabeth Krogh, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in New Brighton, Minnesota and KESTRA INVESTMENT SERVICES, LLC located in New Brighton, Minnesota.

Elizabeth is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Elizabeth has worked at 5 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

What are your service offerings?

Tax Planning

Retirement Income Management

Comprehensive Financial Planni...

Insurance Planning

Retirement Planning

Investment Planning

Employee and Employer Plan Ben...

Are you a "fiduciary"?

Yes

Aliases

Elizabeth Karen Abel | Beth Krogh | Elizabeth Karen Krogh | Elizabeth Krogh

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.

Name: TREOWTH WEALTH ADVISORS POSITION: Tax preparer NATURE: Tax/Accounting/CPA INVESTMENT RELATED: Yes # OF HOURS: 6 SECURITIES TRADING HOURS: 6 START DATE: 08/16/2025 ADDRESS: 2483 15th St. NW, Suite C, New Brighton MN 55112, United States DESCRIPTION: Preparing tax returns February 15 - April 15th. Corresponding with clients regarding their tax documents and return details. Completing and filing returns. Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/16/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elizabeth Karen Kietzman'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: 2013

Experience

Current

September 16, 2025 - Present

KESTRA ADVISORY SERVICES, LLC

Office #1: 2483 15th Nw Suite C, New Brighton, MN 55112

RIA

CRD#: 283330

New Brighton, MN

Current

September 16, 2025 - Present

KESTRA INVESTMENT SERVICES, LLC

Office #1: 2483 15th St Nw Suite C, New Brighton, MN 55112

CRD#: 42046

New Brighton, MN

Past

June 24, 2016 - September 16, 2025

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

NEW BRIGHTON, MN

Past

June 24, 2016 - September 16, 2025

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

NEW BRIGHTON, MN

Past

October 3, 2006 - June 23, 2016

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

Roseville, MN

Past

April 5, 2006 - June 23, 2016

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

Roseville, MN

Past

June 30, 1997 - April 4, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

June 30, 1997 - April 4, 2006

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".

KESTRA ADVISORY SERVICES, LLC

KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC

CRD#: 283330 / SEC#: 801-56126

RIA

Registered Investment Advisory firm - (12/31/1998 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(9/16/2025)

California
(9/16/2025)

Colorado
(9/16/2025)

Indiana
(9/16/2025)

Iowa
(9/16/2025)

Minnesota
(9/16/2025)

IAR

Minnesota
(9/16/2025)

New York
(9/16/2025)

Oregon
(9/16/2025)

Pennsylvania
(9/24/2025)

South Carolina
(9/16/2025)

Texas
(9/16/2025)

IAR

Texas
(9/16/2025)

Washington
(9/16/2025)

Wisconsin
(9/16/2025)

IAR

Wisconsin
(9/16/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 1/29/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/17/2001

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/27/1997

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

KESTRA ADVISORY SERVICES, LLC

KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC

CRD#: 283330 / SEC#: 801-56126

RIA

Registered Investment Advisory firm - (12/31/1998 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

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735

Mailing Address

Phone number

(844) 553-7872

Established

Firm type

Fiscal year end

# of Employees

1,299

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

KESTRA ADVISORY SERVICES, LLC BROCHURE (RETAIL CLIENTS) (10/21/2025)

KESTRA ADVISORY SERVICES, LLC BROCHURE (WRAP FEE PROGRAM) (10/21/2025)

KESTRA ADVISORY SERVICES, LLC BROCHURE (PLAN CLIENTS) (10/21/2025)

Regulatory assets under management

Total Number of Accounts	155,482
AUM (Assets Under Management)	$ 60,174,309,829

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
12/23/2024	Cover Page	Report
10/20/2023	Cover Page	Report
12/21/2022	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

Kyle Klatt

OSAIC WEALTH, INC.

IAR

Forest Lake, MN

Chad Rusten

ELEMENT SQUARED PRIVATE WEALTH

IAR

Minneapolis, MN

Brian Niemann

LPL FINANCIAL LLC

IAR

STILLWATER, MN

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Elizabeth K. Kietzman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elizabeth Karen Kietzman's CRS (Customer Relationship Summary).

Certified licenses

Experience

KESTRA INVESTMENT SERVICES, LLC

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

KESTRA ADVISORY SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 1/29/1998

SIE

Date: 10/1/2018

Series 7

Date: 3/17/2001

Series 6

Date: 6/27/1997

FINRA

Current Firm

KESTRA ADVISORY SERVICES, LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

KESTRA ADVISORY SERVICES, LLC

TRUST BUT VERIFY

Contact information

Similar Advisors