Lena Marian Nebel

Current Employers

Employment History

• 11/2015 → 01/2018
  Triad Advisors, Inc.
  Norcross, GA
• 11/2015 → 01/2018
  Keeney Financial Group, Inc.
  Columbia, MD
• 01/2018 → Present
  Kestra Investment Services, Llc.
  Timonium, MD
• 01/2018 → Present
  Kestra Advisory Services Llc
  Timonium, MD

Previous Registrations

• 2015-11-21 → 2018-08-23
  Keeney Financial Group Inc.
  Columbia, MD
• 2004-05-21 → 2015-11-19
  Lpl Financial Llc
  Columbia, MD
  Columbia, MD
• 2002-03-22 → 2003-03-24
  Asset Management Concepts, Inc.
  York, PA

Other Businesses

Name: Kestra Advisory Services Investment Related: No Address: 5707 Southwest Parkway Building 2 Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Advisor Start Date: 1/16/2018 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Meet with clients to manage assets and review financial plan. Name: BFG ESTATE & TAX SERVICES POSITION: Intermediary NATURE: Estate document drafting INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2025 ADDRESS: 16 Greenmeadow Dr, Suite 201, Timonium MD 21093, United States DESCRIPTION: Link to their portal for them to enter information and answer questions regarding estate drafting services. Client will receive their estate documents and instructions to notarize. Kept in contact management system for marketing outreach. We will provide tools, but not advice unless they engage in a financial planning with Kestra. Name: BFG FINANCIAL ADVISORS POSITION: President NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 10/01/2018 ADDRESS: 16 Greenmeadow Dr. Suite 201, Timonium MD 21093, United States DESCRIPTION: Oversee all operations of the firm and also carry out Lead Advisor responsibilities. Name: BFG ESTATE & TAX SERVICES POSITION: Intermediary NATURE: Estate document drafting INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2025 ADDRESS: 16 Greenmeadow Dr, Suite 201, Timonium MD 21093, United States DESCRIPTION: Link to their portal for them to enter information and answer questions regarding estate drafting services. Client will receive their estate documents and instructions to notarize. Kept in contact management system for marketing outreach. We will provide tools, but not advice unless they engage in a financial planning with Kestra. Name: BROTMAN FINANCIAL GROUP POSITION: President and COO NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 132 START DATE: 01/16/2018ADDRESS: 16 Greenmeadow Dr. Suite 201, Timonium MD 21093, United States DESCRIPTION: Oversee the operations of the firm and also provide all lead advisor functions. Name: BFG FINANCIAL ADVISORS POSITION: President NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 10/01/2018 ADDRESS: 16 Greenmeadow Dr. Suite 201, Timonium MD 21093, United States DESCRIPTION: Oversee all operations of the firm and carry out Lead Advisor responsibilities. Name: BROTMAN FINANCIAL GROUP POSITION: President and COO NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 132 START DATE: 01/16/2018 ADDRESS: 16 Greenmeadow Dr. Suite 201, Timonium MD 21093, United States DESCRIPTION: Oversee operations of the firm and provide advisor functions. Name: BFG ESTATE & TAX SERVICES POSITION: Intermediary NATURE: Estate document drafting INVESTMENT RELATED: # of HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2025 ADDRESS: 16 Greenmeadow Dr, Suite 201, Timonium MD 21093, United States DESCRIPTION: Client to portal to enter info and questions for estate drafting services. Client receives documents and instructions to notarize. We will provide tools. No advice unless engage in a financial planning relationship through Kestra. Name: BFG FINANCIAL ADVISORS POSITION: President NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 10/01/2018 ADDRESS: 16 Greenmeadow Dr. Suite 201, Timonium MD 21093, United States DESCRIPTION: Oversee all operations of the firm and also carry out Lead Advisor responsibilities.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-09-24
• S63 Uniform Securities Agent State Law Examination
  1999-08-23

Designations

Other Names

• Lena Marian Mummert
• Lena Marian Mummert