Best Investors Account Sign in

Clinton Keith Van Linder

Kestra Advisory Services, LLC

Kalamazoo, MI

Claim This Profile
Current Employers
Kestra Advisory Services, Llc

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-07-26
MI RA APPROVED 2016-04-20
  • TX RA
    APPROVED
    Since 2023-07-26
  • MI RA
    APPROVED
    Since 2016-04-20

Branch Locations

6100 Stadium Dr., Kalamazoo, MI 49009 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ron Wiser & Associates Kalamazoo MI 06/1999 Present
Jcs Total Property Mgmt. Inc. Watervliet MI 08/2002 Present
Kestra Investment Services, Llc Kalamazoo MI 04/2016 Present
Kestra Advisory Services, Llc Kalamazoo MI 04/2016 Present
  • 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
    Kalamazoo, MI
Previous Registrations
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
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1999-10-08
  • S63 Uniform Securities Agent State Law Examination
    1999-10-08

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Kalamazoo, MI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor