Steven Andrew Kienzle

Employer firm

Kienzle Wealth Consulting LLC CRD 316758

45 advisory clients

Reported services (Item 5G)

Financial planning

From the firm’s Form ADV. Read the guides:

Current Employers

Kienzle Wealth Consulting Llc

Nokomis, FL • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2022-03-16

FL RA
APPROVED

Since 2022-03-16

Branch Locations

Nokomis, FL • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination Yes

Employment History

Organization	City	State	From	To
Fidelity Brokerage Services, Inc.	Sarasota	FL	01/1994	03/2020
Fidelity Personal And Workplace Advisors Llc	Boston	MA	07/2018	03/2020
Antonetti Capital Management, Llc, Dba Kienzle Wealth Consulting	Nokomis	FL	05/2020	03/2022
Kienzle Wealth Consulting Llc	Nokomis	FL	08/2021	Present

01/1994 → 03/2020

Fidelity Brokerage Services, Inc.

Sarasota, FL
07/2018 → 03/2020

Fidelity Personal And Workplace Advisors Llc

Boston, MA
05/2020 → 03/2022

Antonetti Capital Management, Llc, Dba Kienzle Wealth Consulting

Nokomis, FL
08/2021 → Present

Kienzle Wealth Consulting Llc

Nokomis, FL

Previous Registrations

2020-09-10 → 2022-04-01

Antonetti Capital Management, Llc

Naples, FL

Nokomis, FL
2018-07-13 → 2020-03-30

Fidelity Personal And Workplace Advisors

Boston, MA
1997-09-23 → 2018-07-13

Strategic Advisers Llc

Sarasota, FL

Sarasota, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2001-10-19
S63	Uniform Securities Agent State Law Examination	1993-06-14

S66 Uniform Combined State Law Examination

2001-10-19
S63 Uniform Securities Agent State Law Examination

1993-06-14

Designations

Certified Financial Planner

View on SEC IAPD