AK
Anna M. Kiser
GREENLEAF FINANCIAL NETWORK
Hutchinson, KS 67502
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CRD#: 5832284
AK
Professional summary
Anna Marie Kiser, CFP®, who also goes by Anna Marie Lovelace, is a registered financial advisor currently at GREENLEAF FINANCIAL NETWORK, LLC located in Hutchinson, Kansas and PRIVATE CLIENT SERVICES, LLC located in Hutchinson, Kansas.
Anna is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Anna has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Anna Marie Lovelace
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.
1) Greenleaf Financial Network. 2045 West 141st Terrace, Leawood, Ks 66224. RIA. 170 hrs/mo; 150 during trading hrs. 2) Birthright of Hutchinson. 214 E 3rd Ave, Hutchinson, KS 67501. Birthright is a not-for-profit organization established to offer help, support and advice to women who have an unplanned pregnancy. Assistant Director: help the Director with bookkeeping, planning and management of the office. Volunteer, meet with women in need. 10 hrs/mo; 5 during trading hrs. Not investment related. 3) Trinity Catholic Jr/Sr. High School PTA/Booster Club. 1400 East 17th Ave, Hutchinson, KS 67501. TC PTA Booster Club is an organization for parents, faculty, and friends of the school to provide financial & volunteer support. Treasurer: I keep track of income and expenses related to operating the booster club. 6 hrs/mo; 0 during trading hrs. Not investment related. 4) Anna Kiser. 7809 Saint Andrews Dr, Hutchinson, KS 67502. Group employee benefits and individual term life insurance sells. I work with small businesses on enrollment, claims and service for the group benefits offered to their employees. I also sell term life. 10 hrs/mo; 5 during trading hrs. Not investment related. 5) The Yucca Group, LLC. 2911 N Plum Street, Hutchinson, KS 67502. The entity that I am employed by, which provides investment advice and financial planning for clients. Financial Planner: I prepare financial palns for clients and assist them with services of their investment accounts. 150 hrs/mo; 130 during trading hrs. Investment related.
CRS (Client Relationship Summary) - RIA
Click below to view Anna Marie Kiser's 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®
Start date: 2011
Experience
Current
October 28, 2024 - Present
GREENLEAF FINANCIAL NETWORK, LLC
Office #1: 2911 N Plum, Hutchinson, KS 67502RIA
CRD#: 284165
Hutchinson, KS
Current
October 28, 2024 - Present
PRIVATE CLIENT SERVICES, LLC
Office #1: 2911 N Plum, Hutchinson, KS 67502RIA
BD
CRD#: 120222
Hutchinson, KS
Past
June 14, 2024 - October 30, 2024
OSAIC WEALTH, INC.
RIA
CRD#: 23131
HUTCHINSON, KS
Past
June 14, 2024 - October 30, 2024
OSAIC WEALTH, INC.
BD
CRD#: 23131
HUTCHINSON, KS
Past
October 17, 2017 - June 14, 2024
SECURITIES AMERICA ADVISORS, INC.
RIA
CRD#: 110518
HUTCHINSON, KS
Past
October 17, 2017 - June 14, 2024
SECURITIES AMERICA, INC.
BD
CRD#: 10205
HUTCHINSON, KS
Past
August 10, 2016 - October 20, 2017
NATIONAL PLANNING CORPORATION
RIA
CRD#: 29604
HUTCHINSON, KS
Past
August 10, 2016 - October 20, 2017
NATIONAL PLANNING CORPORATION
BD
CRD#: 29604
HUTCHINSON, KS
Past
January 3, 2012 - August 11, 2016
VSR FINANCIAL SERVICES, INC.
RIA
CRD#: 14503
HUTCHINSON, KS
Past
May 24, 2011 - August 11, 2016
VSR FINANCIAL SERVICES, INC.
BD
CRD#: 14503
HUTCHINSON, KS
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.RR
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
RR
Kansas(10/28/2024)
IAR
Kansas(10/28/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
GF
GREENLEAF FINANCIAL NETWORK, LLC
BOHN & ASSOCIATES | THE YUCCA GROUP | R.D. SHAARA INSURANCE AND INVESTMENTS | PLANNERS FOR FINANCIAL SUCCESS | GREENLEAF FINANCIAL NETWORK, LLC | FEENEY FINANCIAL | BRIGANDINE CAPITAL
CRD#: 284165 / SEC#:
Illinois
Registered Investment Advisory firm - (10/14/2020 Terminated)Kansas
Registered Investment Advisory firm - (8/5/2016 Approved)Maryland
Registered Investment Advisory firm - (1/28/2020 Approved)Missouri
Registered Investment Advisory firm - (1/31/2017 Approved)Nevada
Registered Investment Advisory firm - (12/31/2018 Terminated)New Jersey
Registered Investment Advisory firm - (5/11/2017 Approved)Pennsylvania
Registered Investment Advisory firm - (10/22/2018 Approved)Texas
Registered Investment Advisory firm - (5/17/2017 Approved)Virginia
Registered Investment Advisory firm - (9/20/2016 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Leawood, KS
Mailing Address
Phone number
(913) 515-3517
Established
Firm type
Fiscal year end
# of Employees
11
Regulatory assets under management
| Total Number of Accounts | 319 |
| AUM (Assets Under Management) | $ 99,390,104 |
Red Flags
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Company Information
GREENLEAF FINANCIAL NETWORK, LLC
CRD#: 284165Hutchinson, KS 67502TRUST BUT VERIFY
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