Advisor at GreenLeaf Financial Network, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
GreenLeaf Financial Network, LLC
Location
Leawood, KS
Credentials
CFP®, Series 66
Industry experience
14 years
Anna Kiser is a CFP® professional with 14 years of industry experience, currently serving as an advisor at GreenLeaf Financial Network, LLC. Her prior experience includes roles at Securities America, Inc., National Planning Corporation, and VSR Advisory Services, among others. Outside of her advisory work, she is actively involved in community service as an assistant director and volunteer at Birthright of Hutchinson, a nonprofit supporting women with unplanned pregnancies, and serves as treasurer for the Trinity Catholic Jr/Sr. High School PTA Booster Club. GreenLeaf Financial Network serves individuals, families, retirement plans, and corporate entities, offering discretionary and non-discretionary portfolio management, financial planning, and investment consulting. The firm employs a range of investment strategies and maintains a multi-office, multi-advisor structure with a relatively small client base and assets under management.
Based on GreenLeaf Financial Network, LLC
Based on GreenLeaf Financial Network, LLC
Financial planning fixed fees negotiated up to $5,000.
up to 2.20% annually
Some IARs are registered representatives and may receive commissions for securities or insurance products sold separately from advisory services.
Financial planning hourly fees negotiated up to $250 per hour.
Fee-only: Portfolio management fees are charged on a fee-only basis, negotiated case-by-case, up to a maximum of 2.20% annually.
Leawood, KS
Kansas
Greenleaf Financal Network, LLC
2024 - Present (2 years)
Private Client Services
2024 - 2025 (1 year)
OSAIC
2024 - 2024 (1 year)
OSAIC
2024 - 2024 (1 year)
SECURITIES AMERICA, inc.
2017 - 2024 (7 years)
Securities America Advisors
2017 - 2024 (7 years)
NATIONAL PLANNING CORPORATION
2016 - 2017 (1 year)
VSR Advisory Services, Inc.
2012 - 2016 (4 years)
VSR Financial Services, Inc.
2011 - 2016 (5 years)
The Yucca Group, Llc
2010 - Present (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 66
Overland Park, KS
Prairie Ridge Asset Management, LLC
Series 63, Series 66
Overland Park, KS
Penn Wealth Management
CFP®, Series 63, Series 65
Lenexa, KS
Chladek Wealth Management, LLC
Series 63, Series 65
Overland Park, KS
Nasche Asset Management LLC
Series 65
Overland Park, KS
Retirement Roots Wealth Management LLC
CFP®
Overland Park, KS
Dynamic Wealth LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")