Kevin Michael Tolsma

Current Employers

Employment History

• 01/2013 → 09/2023
  Sagepoint Financial
  Westlake Village, CA
• 09/2023 → 10/2023
  Osaic Wealth, Inc.
  Newbury Park, CA
• 10/2023 → Present
  Kestra Investment Services, Llc
  Newbury Park, CA
• 10/2023 → Present
  Kestra Advisory Services, Llc
  Newbury Park, CA

Previous Registrations

• 2023-09-01 → 2023-10-06
  Osaic Wealth, Inc.
  Newbury Park, CA
• 2013-01-10 → 2023-09-01
  Osaic Services, Inc.
  Newbury Park, CA
  Camarillo, CA
• 2008-12-12 → 2013-01-03
  Independent Financial Group, Llc
  Kirkland, WA
  San Diego, CA
  San Diego, CA
  Camarillo, CA
• 2000-10-16 → 2008-12-26
  Eplanning Advisors Inc
  Bellevue, WA
  Roseville, CA

Other Businesses

Business Name: YOUNG LIFE POSITION: Camarillo Area Director NATURE: Faith based ministry to teenagers INVESTMENT RELATED: No NUMBER OF HOURS: 28 SECURITIES TRADING HOURS: 8 START DATE: 05/01/2013 ADDRESS: 420 N Cascade Ave, Colorado Springs CO 80903 DESCRIPTION: I serve as Area Director for Young Life in Camarillo, CA where I live. This involves helping plan and conduct Young Life events for teenagers in our community. I also help train leaders and submit periodic reports on our activities to the regional Young Life office. Business Name: FINANCIAL POINTE POSITION: Certified Financial Planner NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 6 START DATE: 01/02/2013 ADDRESS: 3323 Old Conejo Road, Newbury Park CA 91320 DESCRIPTION: Data gathering with clients and prospective clients to determine life life and health insurance needs and evaluate existing policies of theirs (if applicable) and provide recommendations that may involve the solicitation of life and health insurance products including annuities and long-term care policies. Business Name: KESTRA ADVISORY SERVICES, LLC POSITION: Independent Advisor Representative NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 15 START DATE: 10/03/2023 ADDRESS: 5707 Southwest Parkway, Bldg 2, Ste 400, Austin TX 78735 DESCRIPTION: Assist clients with financial planning by running cash flow projections and helping them construct, manage and monitor investment portfolios to help them achieve their financial goals and objectives.

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-06-02
• S63 Uniform Securities Agent State Law Examination
  1990-11-05

Designations