Todd Robert Kreitzman

Current Employers

Employment History

• 06/2013 → Present
  Bmo Harris Bank
  Brookfield, WI
• 07/2013 → Present
  Bmo Harris Financial Advisors
  Brookfield, WI
• 04/2016 → Present
  Kestra Advisory Services, Llc
  Waukesha, WI
• 10/2015 → Present
  Kestra Investment Services, Llc
  Waukesha, WI

Previous Registrations

• 2013-08-26 → 2015-10-01
  Bmo Harris Financial Advisors, Inc.
  Brookfield, WI
• 2012-04-26 → 2013-06-04
  Commonwealth Financial Network
  Oconomowoc, WI
  Hartland, WI
  Grafton, WI
  Brookfield, WI
  Mequon, WI

Other Businesses

Business Name: Integrity Wealth Management Investment Related: Yes Address: 20975 Swenson Dr Waukesha WI 53186 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Consulting; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Start Date: 9/1/2015 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Relationship advisor for retirement plans plus education provider. IAR for 3(21) fiduciary service for plans. IAR for individual accountsBusiness Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative Start Date: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory servicesBusiness Name: Robertson & Ryan Financial Services Investment Related: Yes Address: 20975 Swenson Dr Suite 225 Waukesha WI 53186 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Managing Partner - advisor Start Date: 6/1/2019 Hours per month: 21% - 30% (33 - 48 hours) Hours per month during trading hours: 21% - 30% (29 - 42 hours) Duties: Work referrals from RRA Wealth RIA, service clients as retirement plans or individuals on an advisory basis.

Exams

• S66 Uniform Combined State Law Examination
  2012-04-24
• S63 Uniform Securities Agent State Law Examination
  2011-09-08