Elizabeth
Kiefer
Riverwater Partners LLC
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About this Advisor
Elizabeth Kiefer is a financial advisor based in Milwaukee, Wisconsin, working with Riverwater Partners LLC. Elizabeth has previously held positions at Falcons Rock Investment Counsel, LLC, Riverwater Partners, LLC, and Falcons Rock Impact Investments, LLC. Elizabeth has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Wisconsin. Currently, Elizabeth is part of Riverwater Partners LLC, which operates out of Milwaukee, Wisconsin. The firm has 12 employees and manages assets totaling $871.7 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Riverwater Partners LLC includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Riverwater Partners LLC Brokerage Details
$871,740,008
12
545
$1,599,523
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Elizabeth Kiefer Work History
Riverwater Partners, LLC
Falcons Rock Impact Investments, LLC
Falcons Rock Investment Counsel, LLC
Disclosures
Please visit the SEC profile of Elizabeth Kiefer 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 Riverwater Partners LLC
Milwaukee, WI
Milwaukee, WI
Milwaukee, WI
Milwaukee, WI
Milwaukee, WI
Milwaukee, WI
Milwaukee, WI
The content in this profile was updated by SmartAsset on 6/19/2024. 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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