David Aaron Bleznak

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

• 04/2016 → Present
  Kestra Advisory Services, Llc
  Delray Beach, FL
• 04/2015 → Present
  Kestra Investment Services, Llc
  Delray Beach, FL

Previous Registrations

• 2012-09-12 → 2015-05-18
  Lpl Financial Llc
  Horsham, PA
• 2008-06-11 → 2012-09-18
  Cetera Wealth Services, Llc
  King Of Prussia, PA
• 2005-09-30 → 2008-06-09
  Principal Securities, Inc.
  King Of Prussia, PA
  Wayne, PA

Other Businesses

Name: BUSINESS UNDERWRITERS ASSOCIATES POSITION: sales NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 8 SECURITIES TRADING HOURS: 7 START DATE: 09/01/2001 ADDRESS: 3600 Emkbassy Parkway suite 450, Suite 100, Akron OH 44333 DESCRIPTION: insurance sales 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: Secure Long-Term Care Advisors Investment Related: No Address: 1357 Lexington Drive Maple Glen PA 19002 Nature of Business: Insurance Position, Title or Relationship: Advisors Start Date: 8/5/2019 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: advisor Name: SECURE PLANNING ADVISORS, LLC POSITION: CEO/manageing Partner NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 152 SECURITIES TRADING HOURS: 132 START DATE: 04/23/2015 ADDRESS: 167 Meadowbrook Drive, Huntingdon Valley PA 19006 DESCRIPTION: Maintain company records, This is my DBA Name: BROKER SERVICE MARKETING POSITION: sales NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 8 SECURITIES TRADING HOURS: 7 START DATE: 09/01/2001 ADDRESS: 3600 Embassy Parkway suite 450, Suite 100, Akron OH 44333, United States DESCRIPTION: insurance sales

Exams

• S66 Uniform Combined State Law Examination
  2024-12-10
• S63 Uniform Securities Agent State Law Examination
  1994-05-16