Best Investors Account Sign in
Current Employers
Kestra Advisory Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2026-05-22
  • MN RA
    APPROVED
    Since 2026-05-22

Branch Locations

505 Hwy 169 N Suite 1100, Plymouth, MN 55441 • United States

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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Kestra Advisory Services, Llc Plymouth MN 05/2026 Present
Curbside Waste Brooklyn Park MN 04/2020 01/2022
Medina Golf & Country Club Medina MN 05/2022 10/2024
Nfp Plymouth MN 06/2025 12/2025
Rogers High School Rogers MN 09/2017 06/2021
University Of Minnesota - Carlson School Of Management Minneapolis MN 08/2021 05/2025
Kestra Investment Services Llc Plymouth MN 12/2025 Present
Full- Time Education Rogers MN 12/2015 09/2017
  • 05/2026 → Present
    Plymouth, MN
  • 04/2020 → 01/2022
    Curbside Waste
    Brooklyn Park, MN
  • 05/2022 → 10/2024
    Medina Golf & Country Club
    Medina, MN
  • 06/2025 → 12/2025
    Nfp
    Plymouth, MN
  • 09/2017 → 06/2021
    Rogers High School
    Rogers, MN
  • 08/2021 → 05/2025
    University Of Minnesota - Carlson School Of Management
    Minneapolis, MN
  • 12/2025 → Present
    Kestra Investment Services Llc
    Plymouth, MN
  • 12/2015 → 09/2017
    Full- Time Education
    Rogers, MN
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: 06/06/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR NAME: NFP POSITION: Client Service Associate NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/02/2025 ADDRESS: 505 US-169 N Suite 1100, Plymouth MN 55441, United States DESCRIPTION: Assist advisors with providing financial planning and wealth management

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-19
  • S66 Uniform Combined State Law Examination
    2026-05-19

View on SEC IAPD

More in Plymouth, MN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor