Samuel David Udall

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

• 10/2019 → 03/2025
  Commonwealth Financial Network
  San Diego, CA
• 10/2019 → 03/2025
  Udall Financial, Llc
  Mesa, AZ
• 04/2018 → 08/2018
  Osteria
  Mesa, AZ
• 08/2018 → 10/2019
  Venezia's Pizzeria
  Mesa, AZ
• 02/2022 → 03/2022
  One Stop Nutrition
  Mesa, AZ
• 03/2022 → 06/2022
  Arizona Wilderness Brewery
  Chandler, AZ
• 01/2020 → 05/2023
  Arizona State University
  Tempe, AZ
• 08/2016 → 01/2020
  Red Mountain High School
  Mesa, AZ
• 03/2025 → 08/2025
  Udall Financial, Llc
  Mesa, AZ
• 03/2025 → 08/2025
  Commonwealth Financial Network
  San Diego, CA
• 08/2025 → Present
  Kestra Investment Services, Llc
  Mesa, AZ
• 08/2025 → Present
  Kestra Advisory Services, Llc
  Mesa, AZ

Previous Registrations

• 2025-01-07 → 2025-08-07
  Commonwealth Financial Network
  Mesa, AZ

Other Businesses

Name: CLEVELAND ENTERPRISES NORTH AMERICA LLC POSITION: Member NATURE: Real Estate INVESTMENT RELATED: Yes # OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/15/2024 ADDRESS: 122 N Macdonald, Mesa AZ 85201, United States DESCRIPTION: None - passive Name: HOOSIERS LLC POSITION: Member NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 08/15/2024 ADDRESS: 122 N Macdonald, Mesa AZ 85201, United States DESCRIPTION: Assist and Write Insurance Business along side with Trace Udall Name: RENOVATE LLC POSITION: Member NATURE: General Contracting INVESTMENT RELATED: Yes # OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/15/2024 ADDRESS: 122 N Macdonald, Mesa AZ 85201, United States DESCRIPTION: None, added to the LLC as an estate planning need. Name: BILTMORE TRAVEL LLC POSITION: Member NATURE: Travel Agency INVESTMENT RELATED: No # OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/15/2024 ADDRESS: 122 N Macdonald, Mesa AZ 85201, United States DESCRIPTION: None, added to the LLC as an estate planning need. Name: TSAF LLC POSITION: Member NATURE: Merchandise INVESTMENT RELATED: No # OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/15/2024 ADDRESS: 122 N Macdonald, Mesa AZ 85201, United States DESCRIPTION: None. Added to the LLC for estate planning needs. 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: 07/16/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: UDALL FINANCIAL LLC POSITION: Member NATURE: Consulting INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/15/2024 ADDRESS: 122 N Macdonald, Mesa AZ 85201, United States DESCRIPTION: Assist and Manage Clients investment and consulting needs.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-12-20
• S63 Uniform Securities Agent State Law Examination
  2024-12-14

Other Names

• Sam David Udall
• Samuel Udall