William Robert Kitchel

Current Employers

Employment History

• 01/1998 → Present
  Value Group, Inc.
  Lake Forest, IL
• 01/2008 → 12/2020
  Bensman & Associates
  Bannockburn, IL
• 04/2017 → 01/2019
  Plus One Robotics
  San Antonio, TX
• 01/2019 → 05/2019
  Fox Robotics
  Austin, TX
• 04/2016 → Present
  Kestra Advisory Services, Llc
  Austin, TX
• 11/2009 → Present
  Kestra Investment Services, Llc
  Austin, TX
• 12/2020 → Present
  Associated Agencies/Auto & Home Insurance
  Rolling Meadows, IL

Previous Registrations

• 2009-09-08 → 2010-01-14
  Lpl Financial Llc
  Lake Forest, IL
• 2005-03-07 → 2009-09-08
  Waterstone Financial Group, Inc.
  Lake Forest, IL
  Lake Forest, IL
• 1998-08-03 → 2005-03-14
  Ogilvie Security Advisors Corporation
  Lake Forest, IL

Other Businesses

Business Name: Ashe Benefits Investment Related: No Address: 1240 Iroquois Lane Naperville IL 60502 Nature of Business: Insurance Position, Title or Relationship: insurance agent Start Date: 1/1/2000 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: insurance agent Business Name: MVP Financial Services Investment Related: No Address: 1701 Lake Avenue Suite 215 Glenview IL 60025 Nature of Business: Insurance Position, Title or Relationship: Insurance agent Start Date: 1/1/1999 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Insurance agent Business Name: Value Group, Inc. Investment Related: No Address: 276 E. Deerpath Rd #502 Lake Forest IL 60045 Nature of Business: Consulting Position, Title or Relationship: Owner Start Date: 1/16/1998 Hours per month: 11% - 20% (17 - 32 hours) Hours per month during trading hours: 11% - 20% (15 - 28 hours) Duties: General management, operations, supply chain & inventory management, accounting, budgeting, financial forecasting, general corporate administration Business Name: KITCHEL FINANCIAL GROUP POSITION: Chief Investment Officer & Financial Planner NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 152 SECURITIES TRADING HOURS: 91 START DATE: 01/01/1998 ADDRESS: 8809 Bell Mountain Drive, Austin TX 78730, United States DESCRIPTION: Financial Adviser 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 ASSOCIATED AGENCIES/AUTO & HOME INSURANCE POSITION: outside producer NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 10/15/2021 ADDRESS: 1701 Golf Road, Suite 3-700, Rolling Meadows IL 60008, United States DESCRIPTION: referring of clients for home & auto insurance

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-02-16
• S63 Uniform Securities Agent State Law Examination
  1998-01-31