KK
Kelly Kazmierski
from Legacy Financial Services Group, Inc.
Kelly Kazmierski is a financial advisor based in Michigan, Traverse City,
with 20 years of experience. Kelly currently works for
Legacy Financial Services Group, Inc..
Kelly maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
This advisor does not appear to be registered with Unbiased
Therefore we cannot match you to their services. Please
complete our convenient online form to find a tailored advisor perfectly suited to your needs.
Kelly Kazmierski works at Legacy Financial Services Group, Inc.
Legacy Financial Services Group, Inc. is a financial advisory firm based in Traverse City, Michigan. It currently has approximately $69,638,693 of assets under management and employs about 2 people. Legacy Financial Services Group, Inc. uses a fee structure of and a percentage of assets under your management.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
1 years
Fee structure
and a percentage of assets under your management
Office location
10691 East Carter Road, Suite 101, Traverse City, Michigan, 49684
Advisor can help with
Disclaimer
Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].
Find your perfect
advisor
Complete our easy online form
Get matched with a financial advisor
Schedule your free first meeting