Kiersten Anna Banaszak

Current Employers

Employment History

• 06/2013 → 07/2017
  Sii Investmetns
  Brookfield, WI
• 07/2017 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2013 → Present
  Benevest & Associates
  Brookfield, WI
• 11/2019 → 11/2022
  Limelife By Alcone
  Hartland, WI
• 07/2020 → 11/2022
  Stella And Dot
  Hartland, WI
• 07/2020 → 11/2022
  Torri Belle, Independent Representative Kiersten Banaszak
  Hartland, WI
• 11/2022 → 06/2025
  Tranont, Independent Sales Rep Kiersten Banaszak
  Hartland, WI
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 06/2025 → Present
  The Benefit Companies
  Brookfield, WI

Previous Registrations

• 2013-06-12 → 2017-07-05
  Sii Investments, Inc.
  Brookfield, WI
• 2011-01-03 → 2012-05-04
  Wells Fargo Clearing Services, Llc
  Milwaukee, WI
  Charlotte, NC
  Racine, WI
  Menomonee Falls, WI
• 2008-07-10 → 2011-01-03
  Wells Fargo Investments, Llc
  Racine, WI
  Milwaukee, WI
  Racine, WI
  Racine, WI

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 4/2017 APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, ANNUITIES, AND LONG-TERM CARE 2. NAME OF OTHER BUSINESS: BENEVEST & ASSOCIATES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: REGISTERED INVESTMENT ADVISOR; START DATE: 11/2022; POSITION/TITLE/RELATIONSHIP: CHIEF COMPLIANCE OFFICER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: RESPONSIBLE FOR ENSURING RIA BUSINESS IS CONDUCTED COMPLIANTLY 3. NAME OF OTHER BUSINESS: BENETRAK INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: ASSISTANT MANAGER, ASSIST WITH PARTICIPANT 401(K) ENROLLMENTS FOR BENETRAK 401(K) PLANS START DATE: 6/2017 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: ASSISTANT MANAGER 4. NAME OF OTHER BUSINESS: NOTARY PUBLIC COMMISSION; INVESTMENT RELATED: NO ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: NOTARIZING DOCUMENTS ; START DATE: 2008; POSITION/TITLE/RELATIONSHIP: NOTARY ; APX NUMBER OF HOURS PER WEEK: LESS THAN 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1 ; BRIEF DESCRIPTION OF DUTIES: NOTARIZING DOCUMENTS ; 5. NAME OF OTHER BUSINESS: LIMELIFE BY ALCONE, INDEPENDENT BEAUTY GUIDE KIERSTEN BANASZAK; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: MAKEUP AND SKINCARE; START DATE: XXDATEXX POSITION/TITLE/RELATIONSHIP: INDEPENDENT BEAUTY GUIDE APX NUMBER OF HOURS PER WEEK: 4; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: SHARING MAKEUP AND SKINCARE PRODUCTS WITH FAMILY AND FRIENDS; 6. NAME OF OTHER BUSINESS: THE BENEFIT COMPANIES; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 6/2025, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S66 Uniform Combined State Law Examination
  2008-07-09

Other Names

• Kiersten Anna Ward
• Kiersten Anna Brown