Wilson Bartell Wise

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

• 07/2019 → 02/2024
  Edward Jones
  St Louis, MO
• 07/2017 → 06/2019
  Morehead State University
  Morehead, KY
• 09/2017 → Present
  Usaf Reserves
  Wright Patterson Afb, OH
• 08/2013 → 07/2017
  Unites States Air Force
  Scott Air Force Base, IL
• 02/2024 → Present
  Kestra Investment Services Llc
  Lexington, KY
• 02/2024 → Present
  Kestra Advisory Services Llc
  Lexington, KY

Previous Registrations

• 2019-09-17 → 2024-02-21
  Edward Jones
  St Louis, MO
  Lexington, KY
  Lexington, KY
  Lexington, KY
  Lexington, KY

Other Businesses

Name: CONSORT FINANCIAL PARTNERS POS: RR NOB: Registered rep activities through Kestra Investment Services INV REL: Yes # OF HOURS: 140 SECURITIES TRADING HOURS: 130 START DATE: 02/15/2024 ADDRESS: 2365 Harrodsburg Rd, Ste A205, Lexington KY 40504 DESC: n/a Name: KESTRA ADVISORY SERVICES POS: IAR NOB: Investment advisory services through Kestra Advisory Services, LLC INV REL: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 02/15/2024 ADDRESS: 5707 Southwest Parkway, Bldg 2, Suite 400, Austin TX 78735 DESC: IAR Name: CENTRAL KENTUCKY HOMESCHOOL BAND POS: Owner NOB: Music Lessons INV REL: No # OF HOURS: 12 SECURITIES TRADING HOURS: 12 START DATE: 09/06/2021 ADDRESS: 2344 Hartland Parkside Drive, Lexington KY 40515 DESC: 2-3 hours a week working with students in a group setting including 2 night concerts a year. Name: UNITES STATES AIR FORCE RESERVES POS: Public Affairs Officer NOB: Government INV REL: No # OF HOURS: 16 SECURITIES TRADING HOURS: 16 START DATE: 09/04/2017 ADDRESS: 2000 Allbrook Drive, Wright Patteson Air Force Base OH 45433 DESC: Produce written and visual content for internal and external audiences to share Air Force messages. Name: OTHER LOVE, LLC POSITION: President NATURE: Real Estate INVESTMENT RELATED: Yes # OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 09/15/2025 ADDRESS: 2344 Hartland Parkside Drive, Lexington KY 40515, United States DESCRIPTION: We are in the transition process. I will be president of the LLC which for now is dormant. Name: DAVE RAMSEY SMARTVESTOR PROGRAM POSITION: Member NATURE: Lead Generation INVESTMENT RELATED: No 3 OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 05/29/2026 ADDRESS: 1011 Reams Fleming Blvd, Franklin TN 37064, United States DESCRIPTION: No obligations to Dave Ramsey. Paying member to lead generation service.

Exams

• S66 Uniform Combined State Law Examination
  2019-09-14