Shawn Joseph Corkery

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

• 03/2017 → Present
  Genesis Training
  Moorpark, CA
• 09/2014 → 03/2017
  Shawn Corkery Independent Contractor
  Moorpark, CA
• 11/2021 → 09/2023
  Sagepoint Financial
  Newbury Park, CA
• 09/2023 → 10/2023
  Osaic Wealth, Inc.
  Newbury Park, CA
• 10/2023 → Present
  Kestra Investment Services, Llc
  Newbury Park, CA
• 10/2023 → Present
  Kestra Advisory Services, Llc.
  Newbury Park, CA

Previous Registrations

• 2023-09-01 → 2023-10-08
  Osaic Wealth, Inc.
  Newbury Park, CA
• 2022-01-24 → 2023-09-01
  Osaic Services, Inc.
  Newbury Park, CA

Other Businesses

Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/03/2023 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735 DESCRIPTION: IAR Name: FINANCIAL POINTE POSITION: RR NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/03/2023 ADDRESS: 4361 NE Cloverdale St, Moorpark CA 93021 DESCRIPTION: RR Name: GENESIS TRAINING POSITION: Owner NATURE: Health Coaching/ Training INVESTMENT RELATED: No # OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 10/03/2023 ADDRESS: 4361 NE Cloverdale St, Moorpark CA 93021 DESCRIPTION: Health Coaching/ Training Name: RETIREMENT PLANNING TODAY AND WHITE GLOVE POSITION: Educator NATURE: Education INVESTMENT RELATED: No # OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 01/01/2023 ADDRESS: 3323 Old Conejo Rd., Newbury Park CA 91320, United States DESCRIPTION: Teach retirement planning classes. We get a powerpoint presentation that is approved by the BD. We teach what is essentially an Investments 101 class to pre-retirees and retirees. No products are mentioned, just education. Name: RETIREMENT PLANNING TODAY, WHITE GLOVE AND RETIREMENT MASTERCLASS POSITION: Educator NATURE: Education INVESTMENT RELATED: No # OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 01/01/2023 ADDRESS: 3323 Old Conejo Rd., Newbury Park CA 91320, United States DESCRIPTION: Teach retirement planning classes. We get a powerpoint presentation that is approved by the BD. We teach what is essentially an Investments 101 class to pre-retirees and retirees. No products are mentioned, just education.

Exams

• S66 Uniform Combined State Law Examination
  2022-01-21

Designations

• Certified Financial Planner