Patricia Kiefer has been Vice President, Secretary, Treasurer of Review Services since April 1987, is a control person of the firm and directly owns between 50% and 75% of it.
Review Services Inc is a Brookfield, WI firm with $227M under management, 173 clients and 3 advisers in one office, as of its April 2026 filing.
Patricia A. Kiefer is Partner of Review Services, Inc. Her area of concentration is financial planning, with a focus on effective management of personal net worth while incorporating taxes, insurance and estate planning. She monitors clients' financial plans and helps implement strategies to attain their financial objectives, with more than 30 years of experience providing comprehensive financial planning services.
- Review Services IncCurrent– present · 35 yearsBrookfield , WI · Adviser representative · Firm CRD 110277
Professional designations
Listed by Review Services
- CFP®
Investment adviser representative registrations
Patricia Kiefer is registered as an investment adviser representative in Wisconsin, since October 1991.
- WisconsinSince 11 October 1991
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7 | General Securities Representative Examination | 17 August 1985 |
| Series 63 | Uniform Securities Agent State Law Examination | 1 July 1985 |
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Patricia Anne Kiefer
- CRD
- 1382962
- Firm
- Review Services · CRD 110277
- Role
- Vice President, Secretary, Treasurer
- Office
- 13255 W. BLUEMOUND RD., SUITE 205, Brookfield , WI 53005
- Registration
- Investment adviser registration
- In the industry since
- October 1991
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- reviewservicesinc.com
Where does Patricia Kiefer work?
Patricia Kiefer has been Vice President, Secretary, Treasurer of Review Services Inc since April 1987, and is a control person of the firm.
Is Patricia Kiefer a financial advisor?
Yes. Patricia Kiefer has a current investment-adviser registration in Wisconsin, through Review Services since October 1991.
How many years of experience does Patricia Kiefer have?
Patricia Kiefer has 35 years in the financial industry, since October 1991, across 1 adviser firm.
What exams has Patricia Kiefer passed?
Patricia Kiefer has passed 2 licensing exams: the Series 63 and Series 7. The earliest, the Series 63, was passed in July 1985.
Where is Patricia Kiefer based?
Patricia Kiefer’s registered office is in Brookfield , WI.
Is Patricia Kiefer registered with FINRA?
No. Patricia Kiefer has no current broker registration.
Is Patricia Kiefer a CFP?
Review Services lists Patricia Kiefer with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Patricia Kiefer’s record?
Search CRD 1382962 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Patricia Kiefer’s full registration record.