Robert K Hassmann

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

• 08/2016 → Present
  Kestra Investment Services, Llc
  Lewis Center, OH
• 08/2016 → Present
  Kestra Advisory Services, Llc
  Lewis Center, OH

Previous Registrations

• 2014-01-29 → 2016-08-17
  Summit Financial Group Inc
  Mansfield, OH
• 2000-01-03 → 2013-05-08
  Mml Investors Services, Llc
  Mansfield, OH
  Mansfield, OH

Other Businesses

Business 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: 6/9/2016 Hours per month: 21% - 30% (33 - 48 hours) Hours per month during trading hours: 21% - 30% (29 - 42 hours) Duties: Investment Advisor Representative Business Name: HASSMANN INVESTMENT SERVICES POSITION: Financial Representative NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 32 START DATE: 12/01/2021 ADDRESS: 6322 Scioto Chase Boulevard, Powell OH 43065 DESCRIPTION: Same as I am doing now with Strategic Wealth Management. Just changing the name. Sale of investments, annuities, and life insurance. Business Name: ROBERT HASSMANN POSITION: Driver NATURE: Uber INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 07/19/2023 ADDRESS: 6322 Scioto Chase Blvd, Powell OH 43065 DESCRIPTION: Uber/Lyft driver.

Exams

• S63 Uniform Securities Agent State Law Examination
  2016-02-29

Other Names

• Robert Karl Hassman
• Rob Hassmann
• Robert Karl Hassman