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27499 Riverview Center Blvd Suite 406, Bonita Springs, FL 34134 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-01-23 |
Branch Locations
6123 Green Bay Road Suite 210, Kenosha, WI 53142 • United States
27499 Riverview Center Blvd Suite 406, Bonita Springs, FL 34134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fliess Financial Services, Llc | Kenosha | WI | 08/2006 | 01/2017 |
| Retirement Wealth Advisors | Kenosha | WI | 07/2016 | Present |
| Retirement Advocates | Kenosha | WI | 01/2017 | Present |
Ms. Fliess has the following Outside Business Activities: She is an independent insurance broker through Retire Advocates Inc.. In this role she sells insurance products including annuities. She spends approximately 50 hours per month in this endeavor during both market and non-market hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-02-12 |
| S63 | Uniform Securities Agent State Law Examination | 2002-08-14 |
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