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Michael Thomas Kidd

Kestra Advisory Services, LLC

Fort Worth, TX

Austin, TX

CRD 6958645

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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:

Current Employers
Kestra Advisory Services, Llc

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-11-05
  • TX RA
    APPROVED
    Since 2025-11-05

Branch Locations

2900 Wingate Suite 100, Fort Worth, TX 76107 • United States

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cimarron Hills Golf And Country Club Georgetown TX 04/2014 06/2018
Northwestern Mutual Austin TX 06/2018 12/2021
Principal Securities Inc Austin TX 01/2022 11/2025
Principal Life Insurance Company Austin TX 01/2022 11/2025
Kestra Investment Services, Llc Fort Worth TX 11/2025 Present
Kestra Advisory Services, Llc Fort Worth TX 11/2025 Present
  • 04/2014 → 06/2018
    Cimarron Hills Golf And Country Club
    Georgetown, TX
  • 06/2018 → 12/2021
    Northwestern Mutual
    Austin, TX
  • 01/2022 → 11/2025
    Austin, TX
  • 01/2022 → 11/2025
    Principal Life Insurance Company
    Austin, TX
  • 11/2025 → Present
    Kestra Investment Services, Llc
    Fort Worth, TX
  • 11/2025 → Present
    Fort Worth, TX
Previous Registrations
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: 10/24/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR NAME: MCCUNE WHITELY WEALTH MANAGEMENT POSITION: Financial Advisor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/24/2025 ADDRESS: 2900 Wingate St, Fort Worth TX 76107, United States DESCRIPTION: My duties are to prospect for new clients, conduct securities and investment sales and management.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-14
S63 Uniform Securities Agent State Law Examination 2019-03-08
  • S66 Uniform Combined State Law Examination
    2022-11-14
  • S63 Uniform Securities Agent State Law Examination
    2019-03-08
Other Names
  • Michael Thomas Kidd

View on SEC IAPD

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