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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-07-26 |
| MI | RA | APPROVED | 2016-04-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-10-08 |
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