Samuel Brantz Gentry

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

• 07/2013 → Present
  Firstwest Benefit Solutions
  Salt Lake City, UT
• 04/2016 → Present
  Kestra Advisory Services, Llc
  Lehi, UT
• 09/2013 → Present
  Kestra Investment Services, Llc
  Lehi, UT

Previous Registrations

• 2013-10-31 → 2016-05-09
  Kestra Investment Services, Llc
  South Jordan, UT

Other Businesses

Business Name: NFP Investment Related: Yes Address: 4685 South Highland Dr. Salt Lake City UT 84117 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name Position, Title or Relationship: Retirement consultant Start Date: 6/1/2016 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Meeting with retirement plan participants to help them reach their retirement goalsBusiness Name: NFP Corporate Services (UT), Inc. Investment Related: Yes Address: 4685 S. Highland Dr. Salt Lake City UT 84117 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name Position, Title or Relationship: Retirement Consultant Start Date: 8/1/2016 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Retirement Consultant KESTRA ADVISORY SERVICES POSITION: Investment Advisor NATURE: Investment advisory services through an independent outside RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 32 START DATE: 05/01/2020 ADDRESS: 5707 SW Parkway, Bld 2 Ste 400, Austin TX 78735, United States DESCRIPTION: Setting up and managing accounts of individual investors. I will have discretionary control over the accounts.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-10-30
• S63 Uniform Securities Agent State Law Examination
  2008-03-17

Designations

• Certified Financial Planner