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Stephanie J Holston

Kilter Group

Witchita, KS

Rhinebeck, NY

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Current Employers
Kilter Group

Rhinebeck, NY • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2026-02-17
  • KS RA
    APPROVED
    Since 2026-02-17

Branch Locations

Witchita, KS • United States

Rhinebeck, NY • 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 Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
State Of Kansas Salina KS 03/2011 02/2018
Aaron Stark Wichita KS 03/2018 05/2018
Aaron Stark Wichita KS 05/2015 03/2024
Northwestern Mutual Investment Services Llc Wichita KS 01/2019 Present
Northwestern Mutual Wealth Management Company Milwaukee WI 11/2019 Present
Kilter Group Rhinebeck NY 03/2024 Present
Kilter Group Rhinebeck NY 02/2026 Present
  • 03/2011 → 02/2018
    State Of Kansas
    Salina, KS
  • 03/2018 → 05/2018
    Aaron Stark
    Wichita, KS
  • 05/2015 → 03/2024
    Aaron Stark
    Wichita, KS
  • 01/2019 → Present
    Northwestern Mutual Investment Services Llc
    Wichita, KS
  • 11/2019 → Present
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 03/2024 → Present
    Rhinebeck, NY
  • 02/2026 → Present
    Rhinebeck, NY
Other Businesses

INSURANCE AGENT. VARIOUS CARRIERS. NOT INVESTMENT RELATED. TIME SPENT= 40 HOURS/MONTH

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-27
S63 Uniform Securities Agent State Law Examination 2019-07-31
  • S65 Uniform Investment Adviser Law Examination
    2025-10-27
  • S63 Uniform Securities Agent State Law Examination
    2019-07-31
Other Names
  • Stephanie Jane Britting
  • Stephanie Lamer

View on SEC IAPD

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