Kevin Michael Adleman

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

• 04/2015 → 07/2018
  Foresters Financial Services
  Charlotte, NC
• 04/2016 → 07/2018
  Foresters Advisory Services
  Charlotte, NC
• 07/2018 → Present
  Lpl Financial Llc
  Charleston, SC
• 08/2021 → Present
  Kestra Investments Services, Llc
  Mt Pleasant, SC
• 08/2021 → Present
  Kestra Advisory Services, Llc
  Mt Pleasant, SC

Previous Registrations

• 2018-07-20 → 2021-09-08
  Lpl Financial Llc
  Boiling Springs, SC
  San Diego, CA
  Mt. Pleasant, SC
  Charlotte, NC
• 2016-04-19 → 2018-07-24
  Foresters Advisory Services, Llc
  Charlotte, NC

Other Businesses

Bus Name: IGNITE WEALTH PLANNING POSITION: Owner NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 105 START DATE: 08/31/2021 ADDRESS: 4042 BLACKMOOR ST, MT PLEASANT SC 29466, United States DESCRIPTION: Financial planning and investment advisory services. Insurance and annuity sales. Bus Name: GOODLIFE INSURANCE POSITION: Agent NOB: Insurance INV REL: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 12 START DATE: 07/20/2018 ADDRESS: 2395 Lancaster Pike,, Reading, PA PA 19607 DESC: Sell life, LTC and disability policies Bus Name: KESTRA ADVISORY SERVICES, LLC POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 100 START DATE: 08/31/2021 ADDRESS: 5707 Southwest Parkway, Bldg. 2, Ste. 400, Austin TX 78735 DESC: Investment Advisory services Bus Name: KEVIN ADLEMAN POSITION: Owner NATURE: Real Estate INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 7 START DATE: 07/01/2018 ADDRESS: 4042 BLACKMOOR ST, MT PLEASANT SC 29466, United States DESCRIPTION: Finding tenants, coordinating repairs, collecting rent Bus Name: SIMPLICITY LIFE POSITION: Producer/Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 12/02/2024 ADDRESS: 4134 Deegan Court, Suite 300, Monticello MN 55362, United States DESCRIPTION: I have no duties or obligations other than using Simplicity Life to submit life insurance applications for our clients. Bus Name: GFX TRADING I LLC - SERIES IGNITE WEALTH PLANNING LLC POSITION: Member NATURE: Buying and selling of foreign currency INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/23/2024 ADDRESS: 1013 Centre Rd, Suite 403S, Wilmington DE 19805, United States DESCRIPTION: We are investors, we don't have any actual obligations to the LLC, we are just owners/investors.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-04-04
• S63 Uniform Securities Agent State Law Examination
  2015-01-30