Clinton Keith Van Linder

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

• 06/1999 → Present
  Ron Wiser & Associates
  Kalamazoo, MI
• 08/2002 → Present
  Jcs Total Property Mgmt. Inc.
  Watervliet, MI
• 04/2016 → Present
  Kestra Investment Services, Llc
  Kalamazoo, MI
• 04/2016 → Present
  Kestra Advisory Services, Llc
  Kalamazoo, MI

Previous Registrations

• 2008-06-25 → 2016-05-07
  Transamerica Financial Advisors, Llc
  St. Petersburg, FL
  St. Petersburg, FL
  Kalamazoo, MI
  Kalamazoo, MI
  Bryan, OH

Other Businesses

Business Name: 6100 Stadium Drive LLC Investment Related: No Address: 6100 Stadium Drive Kalamazoo MI 49009 Nature of Business: Real Estate Position, Title or Relationship: member Start Date: 12/29/2006 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: receiving lease payments, making deposits and providing year end financial information to accountants for the entity's tax preparation Business Name: Clinton K. VanLinder, CPA Investment Related: No Address: 6100 Stadium Drive LLC Kalamazoo MI 49009 Nature of Business: Tax/Accounting/CPA Position, Title or Relationship: Give tax advice to clients as part of financial planning process Start Date: 6/7/1999 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: tax advice Business 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 Representative 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 Business Name: The Wiser Financial Group Investment Related: Yes Address: 6100 Stadium Drive Kalamazoo MI 49009 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Registered representative and Treasurer of Corporation Start Date: 12/29/2006 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Meeting with clients and making investment recommendations. Responsible for finances of Corporation.

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-10-08