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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-01 |
| WI | RA | APPROVED | 2016-11-10 |
Branch Locations
7601 University Ave Ste 202 Suite 201, Middleton, WI 53562 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities, Inc. | Madison | WI | 06/2008 | 11/2016 |
| Raymond James Financial Services, Inc. | Madison | WI | 11/2016 | Present |
| Raymond James Financial Services Advisors Inc. | Madison | WI | 11/2016 | Present |
(1)Name of Business: KELF Properties LLC Address: 7601 University Ave Suite 202, Middleton, WI, 53562, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 02/29/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I will own the property that KRF Wealth Managements rents starting in 2/29/2024 (2)Name of Business: KRF Wealth Management Address: 7601 University Avenue, Suite 202, Middleton, WI, 53562, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 09/01/2014 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Independent Insurance Agent for Dental, Disability Insurance, Health Insurance Fixed Life Insurance, and Fixed Annuity Business (3)Name of Business: KRF Wealth Management Address: 7601 University Avenue, Suite 202, Middleton, WI, 53562, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 09/01/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Business Owner (4)Name of Business: KRFISHER LLC Address: 7601 University Ave Ste 202, Middleton, WI, 53562-5413, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 09/27/2016 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: My DBA is KRF Wealth Management for my LLC KRFISHER LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-09-13 |
| S63 | Uniform Securities Agent State Law Examination | 2008-09-08 |
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