Marty Louis Nanne

Current Employers

Employment History

• 12/1999 → Present
  Washington Square Securities Inc
  Minneapolis, MN
• 12/1999 → Present
  Nanne & Associates
  Eden Prairie, MN
• 11/2002 → Present
  The Knw Group
  Minnetonka, MN
• 04/2003 → Present
  Edina Hockey Association
  Edina, MN
• 01/2003 → Present
  St Paul Foundation Cornerstone Advisory Council
  St Paul, MN
• 10/2003 → Present
  Ubs Paine Webber
  Minneapolis, MN
• 04/2016 → Present
  Kestra Investment Services, Llc.
  Plymouth, MN
• 04/2016 → Present
  Kestra Advisory Services Llc
  Plymouth, MN

Other Businesses

Name: NFP Investment Related: Yes Address: 505 Waterford Park, Suite 1100, Hwy 169 N Plymouth MN 55441 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Consulting; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Managing Director Start Date: 11/1/2007 Hours per month: 31% - 40% (49 - 64 hours) Hours per month during trading hours: 71% - 80% (99 - 112 hours) Duties: sell, manage and market the firm . Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative Start Date: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory services Name: Partners Financial Board Investment Related: Yes Address: 1250 Capital of TX Hwy S Austin TX 78746 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.) Position, Title or Relationship: Member Start Date: 1/1/2018 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Meet in person 2 times per year and four calls Name: Scholz-Nanne, LLC Investment Related: Yes Address: 275 Market Street, Suite 184 Minneapolis MN 55405 Nature of Business: Real Estate Position, Title or Relationship: Investor Start Date: 12/17/2018 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: n/a Name: THE KNW GROUP POSITION: Managing Director NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 200 SECURITIES TRADING HOURS: 130 START DATE: 11/04/2002 ADDRESS: 505 Highway 169 North, suite 1100, Minneapolis MN 55441 DESCRIPTION: Sell and manage Name: FINSECA POSITION: board member NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 06/01/2026 ADDRESS: 1400 K St. NW, Suite 625, Washington, DC DC 20005, United States DESCRIPTION: attend meetings and work on membership

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-12-15
• S63 Uniform Securities Agent State Law Examination
  1992-11-02