Stephen Douglas Evans

Current Employers

Employment History

• 08/2003 → Present
  Waddell & Reed Inc
  Springfield, MO
• 11/2003 → Present
  Various Insurance Carriers
  Ozark, MO
• 01/2008 → Present
  Kestra Investment Services, Llc
  Springfield, MO
• 04/2016 → Present
  Kestra Advisory Services, Llc
  Springfield, MO

Previous Registrations

• 2003-10-22 → 2008-01-28
  Waddell & Reed
  Springfield, MO
  Springfield, MO

Other Businesses

Name: Champion Athletes of the Ozarks Investment Related: No Address: 3433-O South Campbell Springfield MO 65807 Nature of Business: Community/Charitable/Civic Position, Title or Relationship: Treasure Start Date: 3/4/2010 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: go to board meetings and run events Name: Evans Wealth Planning Investment Related: Yes Address: 319 N Main Ave Ste 310 Springfield MO 65806 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Consulting; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Owner Start Date: 2/1/2009 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: I run the business Name: Normal Properties LLC Investment Related: No Address: 3239 W Erie Springfield MO 65807 Nature of Business: Real Estate Position, Title or Relationship: Owner Start Date: 5/1/2008 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: rent houses out and buy new houses Name: Pearson Creek Properties,llc Investment Related: No Address: 319 N Main Ave Ste 310 Springfield MO 65806 Nature of Business: Real Estate Position, Title or Relationship: managing Member Start Date: 5/1/2015 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: rent out houses buy houses Name: Greene County Estate Planning Council Investment Related: No Address: na Springfield MO 65804 Nature of Business: Community/Charitable/Civic Position, Title or Relationship: board member Start Date: 5/25/2015 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: go to board metings 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 NAME: CONSUMER CREDIT COUNSELING SERVICE POSITION: Board Member NATURE: Consulting INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/27/2023 ADDRESS: 1515 S Glenstone Ave, Springfield MO 65804, United States DESCRIPTION: Help grow Charity Review financials

Exams

• S66 Uniform Combined State Law Examination
  2003-10-21

Designations