Dennis Stuart Whyte

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

• 02/2008 → Present
  Kestra Investment Services, Llc.
  Denver, CO
• 04/2016 → Present
  Kestra Advisory Services, Llc.
  Denver, CO

Previous Registrations

• 2003-11-19 → 2007-12-31
  Voya Financial Advisors, Inc.
  Denver, CO
  Denver, CO

Other Businesses

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 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: Money Penny LLC. DBA Sindrich and Associates Inv Rel: Yes Address: 1490 South Pearl Street Denver CO 80210 NOB: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through Kestra Advisory Services, LLC POS: Wealth Advisor Start Date: 1/1/2019 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Help client determine goals and objectives , develop appropriate strategies based on their specific objectives using a wide array of investment and insurance products. Name: UNIVERSITY CHURCH OF CHRIST POSITION: Youth Deacon NATURE: Youth Deacon INVESTMENT RELATED: No # OF HOURS: 30 SECURITIES TRADING HOURS: 4 START DATE: 12/15/2023 ADDRESS: 2000 S. Milwaukee St., Denver CO 80210, United States DESCRIPTION: Plan and participate in youth activities and events, fund raising, some budgeting (Not primary), mentoring, teaching. Working closely with the youth minister re: communication to youth and parents, recruiting volunteers for events and activities.

Exams

• S66 Uniform Combined State Law Examination
  2003-09-22

Designations

• Certified Financial Planner