AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
KK

Keith J. Kobziewicz

Some features on this profile are disabled
CRD#: 3275459
KK

Professional summary


Keith Joseph Kobziewicz was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Keith is a previously registered financial advisor and started their career in finance in 1999. Prior to being barred, Keith had worked at 8 firms, which includes MIDAMERICA FINANCIAL SERVICES INC., KOVACK ADVISORS INC., KOVACK SECURITIES INC., GEOFFREY RICHARDS SECURITIES CORP., K.W. BROWN INVESTMENTS, WELLS FARGO CLEARING SERVICES LLC, GRUNTAL & CO. L.L.C., PRUDENTIAL EQUITY GROUP LLC.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

April 11, 2011 - July 16, 2014

MIDAMERICA FINANCIAL SERVICES, INC.

BD
CRD#: 47351
BOCA RATON, FL
Past

February 18, 2010 - April 12, 2011

KOVACK ADVISORS, INC.

RIA
CRD#: 140808
FT. LAUDERDALE, FL
Past

January 4, 2010 - April 12, 2011

KOVACK SECURITIES INC.

BD
CRD#: 44848
BOCA RATON, FL
Past

March 15, 2006 - November 30, 2009

GEOFFREY RICHARDS SECURITIES CORP.

RIA
CRD#: 120007
HYPOLUXO, FL
Past

November 2, 2004 - November 30, 2009

GEOFFREY RICHARDS SECURITIES CORP.

BD
CRD#: 120007
HYPOLUXO, FL
Past

September 30, 2002 - November 9, 2004

K.W. BROWN INVESTMENTS

BD
CRD#: 16492
DELRAY BEACH, FL
Past

December 7, 2001 - September 19, 2002

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
POMPANO BEACH, FL
Past

December 7, 2001 - September 19, 2002

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

February 14, 2001 - December 19, 2001

GRUNTAL & CO., L.L.C.

BD
CRD#: 372
NEW YORK, NY
Past

September 30, 1999 - February 15, 2001

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 3/13/2006
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


MF
MIDAMERICA FINANCIAL SERVICES, INC.
MIDAMERICA FINANCIAL SERVICES, INC. | STEELE INVESTMENT SERVICES, INC.

CRD#: 47351 / SEC#: , 8-51758

BD
Terminated by SEC on 01/05/2016
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
Mailing Address
Phone number
Established
Iowa since 04/05/1999
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
S & M, LTD.SHAREHOLDER
DEEMER, BRUCE HARLANSECRETARY4590562
KELLER, MATTHEW BRIANPRESIDENT, CHIEF COMPLIANCE OFFICER5582015

Disclosures


Regulatory Event5

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.

Company Information


MIDAMERICA FINANCIAL SERVICES, INC.

CRD#: 47351

TRUST BUT VERIFY

Monitor Keith Kobziewicz

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics