Michael James Wren

Current Employers

Employment History

• 03/2007 → 07/2020
  Kms Financial Services, Inc
  Seattle, WA
• 07/2020 → 11/2025
  Lpl Financial
  Seattle, WA
• 11/2025 → Present
  Kestra Investment Services, Llc
  Spokane Valley, WA
• 11/2025 → Present
  Kestra Advisory Services, Llc
  Spokane Valley, WA

Previous Registrations

• 2020-07-31 → 2025-11-21
  Lpl Financial Llc
  Spokane Valley, WA
  Spokane Valley, WA
  Olympia, WA
• 2007-03-02 → 2020-07-31
  Kms Financial Services, Inc.
  Seattle, WA
  Spokane Valley, WA
• 2003-03-25 → 2007-03-01
  Northwest Investment Advisors, Inc.
  Spokane, WA
  Spokane, WA
• 2000-06-12 → 2002-10-05
  Lpl Financial Llc
  Spokane, WA

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: 11/18/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR NAME: WREN HAND TOOLS POSITION: owner NATURE: Hand Tool Distributorship INVESTMENT RELATED: No # OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2014 ADDRESS: 4209 S Sunderland Dr, Spokane Valley WA 99206, United States DESCRIPTION: placing orders with the manufacturer. Keeping the books. Business Planning NAME: WREN INVESTMENT MANAGEMENT POSITION: Financial Advisor NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 140 START DATE: 11/18/2025 ADDRESS: 1620 North Mamer Road, C300, Spokane Valley WA 99216, United States DESCRIPTION: Create personalized financial plans and provides guidance on investments, retirement, and other financial goals

Exams

• S66 Uniform Combined State Law Examination
  2000-05-03
• S63 Uniform Securities Agent State Law Examination
  1993-01-29

Other Names

• Mike Wren