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Stephanie J. Holston

KILTER GROUP
WITCHITA, KS
Some features on this profile are disabled
CRD#: 6922923
SH

Professional summary

Stephanie J Holston, who also goes by Stephanie Jane Britting, Stephanie Lamer, is a registered financial advisor currently at KILTER GROUP located in Witchita, Kansas.

Stephanie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Stephanie has worked at 2 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Stephanie Jane Britting | Stephanie Lamer

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 Stephanie J Holston'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®
None

Experience

Current

February 17, 2026 - Present

KILTER GROUP

RIA
CRD#: 330356
WITCHITA, KS
Past

May 9, 2019 - May 28, 2024

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
WICHITA, KS

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".
KG
KILTER GROUP
KILTER GROUP | KILTER GROUP LLC

CRD#: 330356 / SEC#: 801-129927

RIA
Registered Investment Advisory firm - (4/18/2024 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
Kansas
(2/17/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/27/2025
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 7/31/2019
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 5/9/2019
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 3/23/2019
Securities Industry Essentials Examination

Current Firm

KG
KILTER GROUP
KILTER GROUP | KILTER GROUP LLC

CRD#: 330356 / SEC#: 801-129927

RIA
Registered Investment Advisory firm - (4/18/2024 Approved)
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Contact information

Main Address
Rhinebeck, NY
Mailing Address
Po Box 148, Rhinebeck, NY 12572
Phone number
(646) 438-6557
Established
Firm type
Fiscal year end
# of Employees
10

SEC notice filing (14 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

2A BROCHURE (12/8/2025)

Regulatory assets under management

Total Number of Accounts938
AUM (Assets Under Management)$ 202,080,515

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

KILTER GROUP

CRD#: 330356Witchita, KS

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