Susanne Davis Reseland

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

• 11/2004 → 02/2022
  Nbc Securities, Inc.
  Birmingham, AL
• 04/2022 → Present
  Kestra Investment Services, Llc
  Brentwood, TN
• 04/2022 → Present
  Kestra Advisory Services, Llc
  Brentwood, TN

Previous Registrations

• 2006-01-19 → 2022-04-01
  Lanark Financial, Inc.
  Brentwood, TN
  Nashville, TN
• 2007-01-08 → 2012-03-30
  Davis Reseland, Llc
  Brentwood, TN

Other Businesses

NAME: SUSANNE RESELAND, CPA POSITION: Self NATURE: Tax/Accounting/CPA INVESTMENT RELATED: No # OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/07/2004 ADDRESS: 112 Westwood Place, Suite 365, Brentwood TN 37027, United States DESCRIPTION: None NAME: SUSANNE RESELAND, NOTARY PUBLIC POSITION: Notary NATURE: Notary Public INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/22/2025 ADDRESS: 112 Westwood Place, Suite 365, Brentwood TN 37027, United States DESCRIPTION: I maintain a log and verify identity of the individual prior to notarizing a document. I also maintain a bond.

Exams

• S66 Uniform Combined State Law Examination
  2006-01-18

Other Names

• Susanne Carol Davis