Katherine Kiezulas has been an investment adviser representative at Sechrest Financial Services since February 2025, and is not listed among the firm’s executive officers or direct owners.
Sechrest Financial Services LLC is an Acton, MA firm with $199M under management, 53 clients and 2 advisers in one office, as of its January 2026 filing.
- Sechrest Financial ServicesCurrent– present · 1 yearActon, MA · Adviser representative · Firm CRD 128688
Investment adviser representative registrations
Katherine Kiezulas is registered as an investment adviser representative in Massachusetts, since February 2025.
- MassachusettsSince 3 February 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 6 January 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Katherine Frances Kiezulas
- CRD
- 7751218
- Firm
- Sechrest Financial Services · CRD 128688
- Office
- ONE ACTON PLACE, SUITE 301, 526 MAIN STREET, Acton, MA 01720
- Registration
- Investment adviser registration
- In the industry since
- February 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Katherine Kiezulas work?
Katherine Kiezulas is an investment adviser representative registered through Sechrest Financial Services LLC since February 2025, and is not listed among the firm’s executive officers or direct owners.
Is Katherine Kiezulas a financial advisor?
Yes. Katherine Kiezulas has a current investment-adviser registration in Massachusetts, through Sechrest Financial Services since February 2025.
How many years of experience does Katherine Kiezulas have?
Katherine Kiezulas has 1 year in the financial industry, since February 2025, across 1 adviser firm.
What exams has Katherine Kiezulas passed?
Katherine Kiezulas passed the Series 65 in January 2025.
Where is Katherine Kiezulas based?
Katherine Kiezulas’ registered office is in Acton, MA.
Is Katherine Kiezulas registered with FINRA?
No. Katherine Kiezulas has no current broker registration.
How can I verify Katherine Kiezulas’ record?
Search CRD 7751218 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Katherine Kiezulas’ full registration record.