Timothy Scott Swickard

Employer firm

Kestra Advisory Services, LLC CRD 283330

$79.8B regulatory AUM 6,392 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2009 → 07/2025
  Old National Bank
  Newburgh, IN
• 11/2009 → 07/2025
  Lpl Financial, Llc
  Newburgh, IN
• 07/2025 → Present
  Kestra Investment Services, Llc
  Newburgh, IN
• 07/2025 → Present
  Kestra Advisory Services, Llc
  Newburgh, IN

Previous Registrations

• 2009-11-30 → 2025-07-23
  Lpl Financial Llc
  Hatfield, IN
  Newburgh, IN
  Fort Mill, SC
  Boonville, IN
  Jasper, IN
  Huntingburg, IN
  Pagosa Springs, CO
  Newburgh, IN
  Evansville, IN
• 2009-04-13 → 2009-12-01
  Invest Financial Corporation
  Newburgh, IN
  Boonville, IN
• 2005-01-14 → 2009-04-15
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Evansville, IN
  Evansville, IN
• 2000-02-15 → 2005-02-10
  J.J.B. Hilliard, W.L. Lyons, Llc
  Evansville, IN

Other Businesses

Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 07/08/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: EVERSTREAM WEALTH POSITION: Principal/Financial Advisor NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 07/15/2025 ADDRESS: 4155 State Rt. 261, Suite A, Newburgh IN 47630, United States DESCRIPTION: Manage & operate business as owner and sole Investment Advisors Name: EVERSTREAM WEALTH POSITION: Principal/Financial Advisor NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 07/15/2025 ADDRESS: 4155 State Rt. 261, Suite A, Newburgh IN 47630, United States# DESCRIPTION: Manage & operate business as owner and sole Investment Advisors

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-09
• S63 Uniform Securities Agent State Law Examination
  1999-09-13

Designations

• Certified Financial Planner