Steven M Gehl

Current Employers

Employment History

• 04/2016 → Present
  Kestra Investment Services, Llc.
  Kalamazoo, MI
• 04/2016 → Present
  Kestra Advisory Services. Llc.
  Kalamazoo, MI

Previous Registrations

• 2013-08-13 → 2016-04-23
  Transamerica Financial Advisors, Llc
  Kalamazoo, MI
  St. Petersburg, FL
  Bryan, OH

Other Businesses

Bus Name: The Wiser Financial Group Investment Related: Yes Address: 6100 Stadium Drive Kalamazoo MI 49009 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative Start Date: 1/1/2013 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Investment advising, commissionable sales of securities, sales of life, health, LTC, and fixed annuities. Bus 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 Bus Name: GEHL FINANCIAL, LLC POSITION: Owner NATURE: No business is performed under this name INVESTMENT RELATED: Yes # OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/25/2016 ADDRESS: 6100 Stadium Dr, Kalamazoo MI 49009 DESCRIPTION: I transfer money in and pay bills. Bus Name: EXECUTIVE ORDER GAMES POSITION: 10% Owner NATURE: Board Game Creation and Sales INVESTMENT RELATED: No #NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 01/23/2024 ADDRESS: 1428 Vassar Drive, Kalamazoo MI 49001 DESCRIPTION: Once the documents are signed, I will be a fractional owner of the company. My responsibilities will mostly be with the business side of things by dealing with the financial elements such as purchasing and invoicing. Bus Name: THE MEADOWS OF PARKVIEW HILLS CONDO ASSOCIATION BOARD POSITION: Board Member and Condo Owner NATURE: Condo Association INVESTMENT RELATED: No # NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 01/27/2025 ADDRESS: 7069 Stadium Drive, Kalamazoo MI 49009, United States DESCRIPTION: For the board, I will be voting for the budgets, suggesting maintenance and upgrades and handling interpersonal conflicts and issues that arise from condo ownership. The management company we employ will hopefully handle most of that and my involvement will be confined to a monthly meeting outside of business hours. This is an unpaid position and I will be elected by the board to fill the term of someone who resigns.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-10-26
• S63 Uniform Securities Agent State Law Examination
  2012-06-14

Other Names

• Steven M Gehl