Anna M. Kiser

GREENLEAF FINANCIAL NETWORK

Hutchinson, KS 67502

Some features on this profile are disabled

CRD#: 5832284

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.

Anna is registered as an IAR (Investment Advisor 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.

The advisor shows no other business activity.

Blog Corner

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^®

Certified Financial Planner

Start date: 2011

Experience

Current

October 28, 2024 - Present

GREENLEAF FINANCIAL NETWORK, LLC

Office #1: 2911 N Plum, Hutchinson, KS 67502

RIA

CRD#: 284165

Hutchinson, KS

Past

October 28, 2024 - December 11, 2025

PRIVATE CLIENT SERVICES, LLC

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.

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.

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

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.

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.

Highlighted states indicate IAR registrations

IAR

Kansas
(10/28/2024)

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

IAR

Series 66

Date: 11/23/2011

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/23/2011

General Securities Representative Examination

Current Firm

GREENLEAF FINANCIAL NETWORK, LLC

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)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

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

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

Contact information

Main Address

Leawood, KS

Mailing Address

Phone number

(913) 515-3517

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	319
AUM (Assets Under Management)	$ 99,390,104

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.

Similar Advisors

Benjamin Stephenson

EQUITABLE ADVISORS, LLC

IAR

New York, NY

David Ducharme

DUCHARME WEALTH ADVISORS, LLC

IAR

Jenkintown, PA

Jonathan Bruschi

RBC CAPITAL MARKETS, LLC

IAR

MORRISTOWN, NJ

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Anna M. Kiser

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anna Marie Kiser's CRS (Customer Relationship Summary).

Certified licenses

Experience

GREENLEAF FINANCIAL NETWORK, LLC

PRIVATE CLIENT SERVICES, LLC

OSAIC WEALTH, INC.

OSAIC WEALTH, INC.

SECURITIES AMERICA ADVISORS, INC.

SECURITIES AMERICA, INC.

NATIONAL PLANNING CORPORATION

NATIONAL PLANNING CORPORATION

VSR FINANCIAL SERVICES, INC.

VSR FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 11/23/2011

SIE

Date: 10/1/2018

Series 7

Date: 5/23/2011

Current Firm

GREENLEAF FINANCIAL NETWORK, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GREENLEAF FINANCIAL NETWORK, LLC

TRUST BUT VERIFY

Similar Advisors