Owen David Freeman-Daniels

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

• 09/2016 → Present
  Kestra Advisory Services, Llc
  Springfield, MA
• 09/2005 → Present
  Kestra Investment Services, Llc
  Springfield, MA

Other Businesses

Name: Foley/Connelly Financial Partners Investment Related: Yes Address: 37 Elm St West Springfield MA 01089 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name Position, Title or Relationship: Other,Producer Start Date: 10/1/2005 Hours/month: 31% - 40% (49 - 64 hours) Hours/month during trading hours: 21% - 30% (29 - 42 hours) Duties: prospecting, sales and service of insurance and investment products, and investment advisory Name: Foley Insurance Investment Related: No Address: 37 Elm St West Springfield MA 01089 Nature of Business: Insurance Position, Title or Relationship: Producer Start Date: 1/1/2006 Hours/month: 0% - 10% (0 - 16 hours) Hours/month during trading hours: 0% - 10% (0 - 14 hours) Duties: prospecting, fact finding, selling, service of p&c insurance Name: Public Employees' Retirement Insurance Services Investment Related: Yes Address: 37 Elm St West Springfield MA 01089 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Owner Start Date: 1/1/2006 Hours/month: 11% - 20% (17 - 32 hours) Hours per month during trading hours: 11% - 20% (15 - 28 hours) Duties: prospecting, fact finding, selling, service of insurance and investment products and services Name: Foley/Connelly Benefits Group Investment Related: No Address: 37 Elm St West Springfield MA 01096 Nature of Business: Insurance Position, Title or Relationship: Producer Start Date: 1/1/2008 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Prospecting, fact finding, selling, servicing insurance sales Name: Owen Freeman-Daniels Investment Related: No Address: 59 Lake Drive Goshen MA 01032 Nature of Business: Real Estate Position, Title or Relationship: Owner Start Date: 7/1/2014 Hours/month: 0% - 10% (0 - 16 hours) Hours/month during trading hours: 0% - 10% (0 - 14 hours) Duties: landlord Name: Kestra Advisory Services, LLC Investment Related: Yes 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: Investment Advisor Rep Start Date: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory services Name: Woodmont Road Condominium Association Investment Related: No Address: 53 Woodmont Road Northampton MA 01060 Nature of Business: Board Position Position, Title or Relationship: President Start Date: 1/1/2007 Hours/month: 0% - 10% (0 - 16 hours) Hours/month during trading hours: 0% - 10% (0 - 14 hours) Duties: Annual meeting and filing of HOA's taxes Name: Ridgeline Financial North DBA Daury Wealth Management Investment Related: Yes Address: 243 King St Suite 244 Northampton MA 01060 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Employee/rep. No ownership in acquiring entity. Start Date: 7/1/2021 Hours/month: 11% - 20% (17 - 32 hours) Hours/month during trading hours: 0% - 10% (0 - 14 hours) Duties: maintaining client accounts, client service, new business, financial planning, investment advisory, proposals, processing new business and maintenance. NAME: PERIS, INC POSITION: Employee and owner NATURE: business services INVESTMENT RELATED: Yes # OF HOURS: 80 SECURITIES TRADING HOURS: 40 START DATE: 12/05/2025 ADDRESS: 37 Elm St, West Springfield MA 01089, United States DESCRIPTION: I provide business services like data entry, application processing, product information & analysis, and support for any financial service provider with whom PERIS has agreed to contract.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-04-20
• S63 Uniform Securities Agent State Law Examination
  2002-03-15

Designations

• Certified Financial Planner
• Chartered Financial Consultant
• Chartered Financial Analyst