Colleen Marie Marchetti

Current Employers

Employment History

• 07/1994 → Present
  Hefner & Associates
  Richardson, TX
• 11/2012 → Present
  Kestra Investment Services, Llc
  Lewisville, TX
• 06/2025 → Present
  Kestra Advisory Services, Llc
  Lewisville, TX

Other Businesses

Name: JASON M. MARCHETTI, MD P.A. POSITION: Controller NATURE: medical INVESTMENT RELATED: No # OF HOURS: 8 SECURITIES TRADING HOURS: 7 START DATE: 01/22/2006 ADDRESS: 815 Lady of the Lake Blvd, Lewisville TX 75056 DESCRIPTION: maintain the accounting records, pay bills, make deposits, process billings, etc and third party administration of nonqualified plans. Name: NFP EXECUTIVE BENEFITS POSITION: sales & consulting NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 120 SECURITIES TRADING HOURS: 105 START DATE: 01/01/2013 ADDRESS: 815 Lady of the Lake Blvd, Lewisville TX 75056 DESCRIPTION: Plan design and consulting, ongoing client plan assistance and administration, product solutions Name: PHP MEDICAL, DBA- PEAK HEALTH & PERFORMANCE POSITION: controller NATURE: medical INVESTMENT RELATED: No # OF HOURS: 8 SECURITIES TRADING HOURS: 7 START DATE: 02/13/2017 ADDRESS: Medical practice, Lewisville TX 75056 DESCRIPTION: accounting and finance Name: BURMAR, LLC POSITION: Co-owner of the home and member of BURMAR, LLC NATURE: Real Estate INVESTMENT RELATED: Yes # OF HOURS: 8 SECURITIES TRADING HOURS: 3 START DATE: 01/11/2019 ADDRESS: 815 Lady of the Lake Blvd, Lewisville TX 75056 DESCRIPTION: Manage all the finances and management activities. Name: THE MARCHETTI LIVING TRUST POSITION: co-trustee NATURE: Legal/Attorney/Trustee/Executor INVESTMENT RELATED: Yes # OF HOURS: 5 SECURITIES TRADING HOURS: 3 START DATE: 05/04/2023 ADDRESS: 815 Lady of the Lake Blvd, Lewisville TX 75056 DESCRIPTION: My spouse and I are co-trustees and have the ability to invest, sell, buy, transfer, etc all assets within the Trust. Name: HEFNER & ASSOCIATES, INC. POSITION: CEO & President NATURE: n/a INVESTMENT RELATED: Yes # OF HOURS: 120 SECURITIES TRADING HOURS: 105 START DATE: 07/01/1993 ADDRESS: 815 Lady of the Lake Blvd, Lewisville TX 75056 DESCRIPTION: I work as both a consultant for the firm and manage the firm. Hefner & Associates provides non-securities related insurance products, corporate benefits, consulting and third party administration of nonqualified plans. 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: 06/09/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-06-06
• S63 Uniform Securities Agent State Law Examination
  2014-03-07

Other Names

• Colleen Marie Burke