Michael John Levine

Current Employers

Employment History

• 07/1987 → Present
  Union Central Life
  Cincinnati, OH
• 08/1987 → Present
  Levine Group Inc
  Nashville, TN
• 04/2016 → Present
  Kestra Investment Services, Llc
  Brentwood, TN
• 04/2016 → Present
  Kestra Advisory Services, Llc
  Brentwood, TN

Other Businesses

Name: Insurance Sales Investment Related: Yes Address: 5141 Virginia Way, Ste 370 Brentwood TN 37027 Nature of Business: Insurance Position, Title or Relationship: Broker of Record Start Date: 1/1/2011 Hours per month: 31% - 40% (49 - 64 hours) Hours per month during trading hours: 31% - 40% (43 - 56 hours) Duties: Find carriers and solutions for clients. Name: Levine Group, LLC Investment Related: Yes Address: 5141 Virginia Way ste 370 Brentwood TN 37027 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name Position, Title or Relationship: general partner=owner Start Date: 1/1/1987 Hours per month: 21% - 30% (33 - 48 hours) Hours per month during trading hours: 31% - 40% (43 - 56 hours) Duties: help clients make good investment decisions 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: Professional Advisory Council - Life and Legacy Committee Investment Related: Yes Address: 801 Percy Warner Dr Nashville TN 37205 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.); Insurance Position, Title or Relationship: Insurance consultant Start Date: 10/1/2018 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Help potential donors decide how to leave money to the charity tax efficiently. Name: COE AND LEVINE POSITION: partner NATURE: Real Estate INVESTMENT RELATED: Yes # OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/30/2023 ADDRESS: 5141 Virginia Way, Ste 370, Brentwood TN 37027 DESCRIPTION: None really - make sure it stays rented Name: CHAPMAN CREST, LLC POSITION: member NATURE: Real Estate INVESTMENT RELATED: Yes # OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/24/2025 ADDRESS: 1510 Demonbreun Street, #1509, Nashville TN 37203, United States DESCRIPTION: keep the house up! Name: NFP, AN AON COMPANY POSITION: Senior VP NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 03/14/2025 ADDRESS: 213 Overlook Circle, Suite B-2, Brentwood TN 37027, United States DESCRIPTION: help clients make good investment decisions

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-11-11

Other Names

• Mike Levine