Min Sub Song

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

• 01/2021 → 04/2025
  Colorado Financial Advisors
  Denver, CO
• 05/2014 → 05/2019
  U.S. Air Force
  Goldsboro, NC
• 05/2019 → 05/2021
  None (Full-Time Education / Unemployed)
  Boulder, CO
• 06/2025 → 03/2026
  Principal Life Insurance Company
  Austin, TX
• 06/2025 → 03/2026
  Principal Securities, Inc.
  Austin, TX
• 03/2026 → Present
  Kestra Investment Services, Llc
  Fort Worth, TX
• 03/2026 → Present
  Kestra Advisory Services, Llc
  Fort Worth, TX

Previous Registrations

• 2025-07-30 → 2026-03-04
  Principal Securities, Inc.
  Austin, TX

Other Businesses

Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 03/09/2026 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: MIN SUB SONG POSITION: Owner/landlor NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2022 ADDRESS: 1306 quitman st, Denver CO 80204, United States DESCRIPTION: Collecting monthly rent, coordinating property maintenance and repairs, communicating with tenant, managing lease agreements, and handling property-related expenses and taxes Name: MCCUNE WHITELEY WEALTH MANAGEMENT POSITION: Financial Representative NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 03/09/2026 ADDRESS: 2900 Wingate St. Suite 100, Fort Worth TX 76107, United States DESCRIPTION: Serving as a financial representative under McCune Whiteley Wealth Management. Duties include providing investment recommendations, financial planning, insurance planning, and client service through Kestra Investment Services and Kestra Advisory Services, LLC.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-09-21
• S66 Uniform Combined State Law Examination
  2025-07-29

Other Names

• Min Sub Song
• Jake Song