Anne
Kiser
Maia Wealth
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About this Advisor
Anne Kiser is a financial advisor operating in Denver, Colorado who has 3 years of industry experience. Kiser is currently employed by Maia Wealth. The advisor has gained experience at Nylife Securities, LLC, New York Life Insurance Co, Jefferson County Public Health, Centura Health, University Of Colorado Anschutz, University Of Arizona, Lado International College and Maia Wealth, LLC. Kiser has a Series 65 license, designating them as an investment advisor representative, and is approved to operate in Colorado. Maia Wealth is a business that has its headquarters in Denver, CO. The investment advisory business has offices in seven locations and a total of 29 employees. It oversees $214 million in total assets among its 1,972 customer accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 1,972 accounts, 23% belong to high-net-worth investors who have more than $1 million in assets available to invest. Maia Wealth provides a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors depend on which service is offered. However, fees charged by Maia Wealth can consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Maia Wealth Brokerage Details
$213,541,601
29
1,972
$108,287
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Anne Kiser Work History
Anne has been registered as a financial advisor for 3 years.*
Maia Wealth, LLC
New York Life Insurance Co
Nylife Securities, LLC
Jefferson County Public Health
Centura Health
University Of Colorado Anschutz
University Of Arizona
Lado International College
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Anne Kiser to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Maia Wealth
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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