Paul Andrew Caylor

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

• 08/1998 → 08/2020
  Thrivent Financial For Luthernans
  Appleton, WI
• 08/1998 → 08/2020
  Thrivent Investment Management Inc
  Fort Collins, CO
• 08/2020 → Present
  Kestra Investment Services, Llc
  Huntsville, AL
• 08/2020 → Present
  Kestra Advisory Services, Llc
  Huntsville, AL

Previous Registrations

• 2004-04-22 → 2020-08-21
  Thrivent Investment Management Inc.
  Fort Collins, CO
  Fort Collins, CO
  Fort Collins, CO
  Fort Collins, CO

Other Businesses

Business Name: Kestra Advisory Services LLC Investment Related: Yes Address: 5707 SW Parkway Building 2 Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: IAR Start Date: 8/19/2020 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: financial planning, investment advisory services wealth management Business Name: PRUDENT WEALTH, LLC POSITION: Owner NATURE: operating entity to run future payroll and business expenses through INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/15/2024 ADDRESS: 15036 Lakeside TRL SW, Huntsville AL 35803, United States DESCRIPTION: This is just the operating entity to run future payroll and business expenses through. If there would be any future contracts, this entity would be the one signing. Business Name: CAYLOR AND ASSOCIATES, LLC POSITION: member NATURE: LLC for expenses and payroll INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 7 START DATE: 08/16/2019 ADDRESS: 15036 Lakeside TRL SW, Huntsville AL 35803, United States DESCRIPTION: control llc expenses Business Name: PRUDENT WEALTH POSITION: Financial Advisor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 152 SECURITIES TRADING HOURS: 132 START DATE: 05/01/2024 ADDRESS: 15036 Lakeside TRL SW, Huntsville AL 35803, United States DESCRIPTION: Financial planning wealth management

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-30
• S63 Uniform Securities Agent State Law Examination
  1998-03-06

Designations

• Certified Financial Planner