Kelly Kazmierski has been an investment adviser representative at Legacy Financial Services Group since August 2012, and is not listed among the firm’s executive officers or direct owners.
Legacy Financial Services Group, Inc. is a Traverse City, MI firm with $123M under management, 184 clients and 2 advisers across 3 offices, as of its May 2026 filing.
Kelly Kazmierski is Financial Advisor of Legacy Financial Services Group, based in Traverse City, Michigan. Kazmierski joined Legacy in 2004 after a career in the non-profit and banking worlds.
- – present · 14 yearsSaint Johns, FL · Adviser representative · Firm CRD 140514
- – · 1 yearTraverse City, MI · Adviser representative · Firm CRD 140514
Investment adviser representative registrations
Kelly Kazmierski is registered as an investment adviser representative in 2 states. The first approvals date from August 2012; the most recent is Florida, in January 2024.
- FloridaSince 5 January 2024
- MichiganSince 22 August 2012
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 9 November 2010 |
| Series 63 | Uniform Securities Agent State Law Examination | 27 September 2004 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 30 August 2004 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Kelly Lynn Kazmierski
- CRD
- 4824852
- Firm
- Legacy Financial Services Group · CRD 140514
- Office
- Saint Johns, FL
- Registration
- Investment adviser registration
- In the industry since
- April 2011
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- discoverlegacy.net
Where does Kelly Kazmierski work?
Kelly Kazmierski is an investment adviser representative registered through Legacy Financial Services Group, Inc. since August 2012, and is not listed among the firm’s executive officers or direct owners.
Is Kelly Kazmierski a financial advisor?
Yes. Kelly Kazmierski has a current investment-adviser registration in Florida and Michigan, through Legacy Financial Services Group since August 2012.
How many years of experience does Kelly Kazmierski have?
Kelly Kazmierski has 15 years in the financial industry, since April 2011, across 1 adviser firm.
What exams has Kelly Kazmierski passed?
Kelly Kazmierski has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in August 2004.
Where did Kelly Kazmierski work before Legacy Financial Services Group?
Before Legacy Financial Services Group, Kelly Kazmierski was registered through Legacy Financial Services Group, LLC, November 2010 to March 2012.
Where is Kelly Kazmierski based?
Kelly Kazmierski’s registered office is in Saint Johns, FL.
Is Kelly Kazmierski registered with FINRA?
No. Kelly Kazmierski has no current broker registration.
How can I verify Kelly Kazmierski’s record?
Search CRD 4824852 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kelly Kazmierski’s full registration record.
