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Steven Andrew Kienzle

Kienzle Wealth Consulting LLC

Nokomis, FL

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Current Employers
Kienzle Wealth Consulting Llc

Nokomis, FL • United States

Current Registrations

AuthorityCategoryStatusDate
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
OrganizationCityStateFromTo
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
Exams
CodeExamDate
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

View on SEC IAPD

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