Yanni M Niebuhr

Current Employers

Employment History

• 06/2011 → Present
  Brotman Financial
  Timonium, MD
• 05/2012 → Present
  Kestra Investment Services, Llc
  Timonium, MD
• 04/2016 → Present
  Kestra Advisory Services Llc
  Timonium, MD

Other Businesses

Name: LET'S GO Boys and Girls, Inc Investment Related: No Address: 19 Harness Creek View Court Annapolis MD 21403 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.) Position, Title or Relationship: Board member Start Date: 2/22/2017 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Board member duties and obligations 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: 4/22/2015 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment Advisor Representative Name: BFG FINANCIAL ADVISORS POSITION: Chief Investment Officer NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 10/01/2018 ADDRESS: 16 Greenmeadow Drive, Suite 201, Timonium MD 21093 DESCRIPTION: Financial Advisor in charge of portfolio construction for clients of the firm. Name: BFG ESTATE & TAX SERVICES POSITION: Intermediary NATURE: Estate document drafting INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2025 ADDRESS: 16 Greenmeadow Dr, Suite 201, Timonium MD 21093, United States DESCRIPTION: We will send the client a link to their portal for them to enter their information and answer questions regarding estatedrafting services. Once complete the client will receive their estate documents and instructions to notarize. We will keepthem in our contact management system for marketing outreach efforts.We will provide the tools, but not render advice unless they engage in a financial planning relationship which will bethrough Kestra Advisory Services. Name: BROTMAN FINANCIAL GROUP, INC POSITION: Owner NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 132 START DATE: 09/01/2011 ADDRESS: 16 Greenmeadow Drive, Suite 201, Timonium MD 21093, United States DESCRIPTION: All activities related to business ownership.

Exams

• S66 Uniform Combined State Law Examination
  2014-02-26

Designations

Other Names

• Yanni M Niebuhr