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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2016-04-19 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kestra Advisory Services, Llc | Bannockburn | IL | 04/2016 | Present |
| Kestra Investment Services, Llc | Bannockburn | IL | 11/2003 | Present |
Name: Bensman Wealth Management INV REL: Yes Address: 2333 Waukegan Road, Suite 275 Bannockburn IL 60015 NOB: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance POS: I have no title Start Date: 12/18/2020 Hrs/mth: 145-160 Hrs/mth dur trdg hrs: 127-140 Duties: Serving clients with wealth advisory and investment and insurance services Name: Kestra Advisory Services, LLC INV REL: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 NOB: Investment Advisory services through Kestra Advisory Services, LLC POS: Investment Advisor Representative Start Date: 4/4/2016 Hrs/mth: Up to 100% Hrs/mth dur trdg hrs: Up to 100% Duties: Investment advisory services Name: AFS Group Ltd. INV REL: No Address: 2333 Waukegan Road Suite 240 Bannockburn IL 60015 NOB: Other Back Office Operations POS: President Start Date: 1/27/2005 Hrs/mth: 0-16 Hrs/mth dur trdg hrs: 0-14 Duties: administrative Name: William Blair & Company INV REL: Yes Address: 222 W. Adams St Chicago IL 60606 NOB: Insurance POS: Advisor/insurance producer Start Date: 4/21/2005 Hrs/mth: 17-32 Hrs/mth dur trdg hrs: 29-42 Duties: Assist William Blair's clients with insurance planning needs. Name: Disability Resource Group (DRG) INV REL: No Address: 2625 W. Peterson Avenue Chicago IL 60659 NOB: Insurance Title: Insurance Producer Start Date: 4/21/2003 Hrs/mth: 0-16 Hrs/mth dur trdg hrs: 0-14 Duties: Insurance Producer Name: Associated Agencies INV REL: No Address: 1701 Golf Road Suite 700 Rolling Meadows IL 60008 NOB: Insurance Title: Insurance producer Start Date: 4/21/1998 Hrs/mth: 0-16 Hrs/mth dur trdg hrs: 0-14 Duties: refer commercial insurance opportunities Name: K & A Insurance Sesrvices INV REL: No Address: 1754 N. Washington Naperville IL 60563 NOB: Insurance Title: Insurance producer, Receive commissions on placement of individual health insurance Start Date: 4/21/2001 Hrs/mth: 0-16 Hrs/mth dur trdg hrs: 0-14 Duties: Introduce client to K&A Name: Bensman Risk Management INV REL: No Address: 2333 Waukegan Road Suite 275 Bannockburn IL 60015 NOB: Insurance Title: Insurance Producer Start Date: 5/1/1991 Hrs/mth: 0-16 Hrs/mth dur trdg hrs: 0-14 Duties: refer personal lines and commercial property and casualty opportunities Name: Security National Bank INV REL: No Address: 1120 S. 101st Street Omaha NE 68124 NOB: Insurance Title: Advisor/insurance producer Start Date: 6/12/2012 Hrs/mth: 17-32 Hrs/mth dur trdg hrs: 15-28 Duties: assist bank's clients with insurance planning needs Name: STENSLAND FINANCIAL GROUP, LTD LTD. POS: President of solely owned S-Corp NOB: Insurance INV REL: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 12/17/2015 ADDRESS: 340 Beechwood Court, Wheaton IL 60189 DESC: Duties as registered representative and financial advisor. S-Corp exists as a flow-through entity for income tax reporting purposes Name: COASTLINE WEALTH MANAGEMENT POSITION: Broker NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 11/07/2024 ADDRESS: 340 Beechwood Court, Wheaton IL 60189, United States DESCRIPTION: Referrals for the above referenced activities Name: BASECAMP FINANCIAL GROUP POSITION: Consultant/advisor NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 03/30/2026 ADDRESS: 2333 Waukegan Road, Suite 275, Bannockburn IL 60015, United States DESCRIPTION: Basecamp Financial Group was founded in 2026 by Douglas Ackerman. Doug continues to utilize Kestra Financial and Kestra Investment Services as do I. I am now doing business as Stensland Finacial Group and am affilated with Coastline Wealth Management. It is possible we may have shared cases or joint work in the future related to retirement planning and/or annuities..
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 1991-06-18 |
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