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Current Employers
Kestra Advisory Services, Llc

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-09-09
  • CO RA
    APPROVED
    Since 2025-09-09

Branch Locations

2153 Chuckwagon Rd Ste 201, Colorado Springs, CO 80919 • United States

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Geneos Wealth Management Inc Colorado Springs CO 03/2006 03/2018
Collins Wealth Management Inc Colorado Springs CO 06/2008 09/2025
Rnr Securities, Llc East Meadow NY 03/2018 09/2025
Collins Wealth Management, Inc. Colorado Springs CO 06/2018 Present
Kestra Advisory Services Llc Colorado Springs CO 09/2025 Present
Kestra Investment Services Llc Colorado Springs CO 09/2025 Present
  • 03/2006 → 03/2018
    Colorado Springs, CO
  • 06/2008 → 09/2025
    Collins Wealth Management Inc
    Colorado Springs, CO
  • 03/2018 → 09/2025
    Rnr Securities, Llc
    East Meadow, NY
  • 06/2018 → Present
    Collins Wealth Management, Inc.
    Colorado Springs, CO
  • 09/2025 → Present
    Colorado Springs, CO
  • 09/2025 → Present
    Kestra Investment Services Llc
    Colorado Springs, CO
Previous Registrations
  • 2019-01-25 → 2026-01-20
    Collins Wealth Management, Inc.
    Colorado Springs, CO
  • 2018-05-01 → 2020-03-31
    Colorado Springs, CO
    East Meadow, NY
  • 2018-10-26 → 2018-12-31
    Collins Wealth Management, Inc.
    Colorado Springs, CO
  • 2006-03-03 → 2018-03-26
    Colorado Springs, CO
    Englewood, CO
    Huntington Station, NY
    Colorado Springs, CO
    Colorado Springs, CO
    Englewood, CO
  • 2005-01-27 → 2006-03-06
    Colorado Springs, CO
Other Businesses

Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/09/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: COLLINS WEALTH MANAGEMENT, INC. POSITION: Owner NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/09/2025 ADDRESS: 2153 Chuckwagon Rd, Suite 201, Colorado Springs CO 80919, United States DESCRIPTION: Owner and Operator of Collins Wealth Management, Inc. Responsible for all aspects of the company. Securities and Investment related. Name: SECURITY FINANCIAL, LLC POSITION: Owner NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 09/09/2025 ADDRESS: 2153 Chuckwagon Rd, Suite 201, Colorado Springs CO 80919, United States DESCRIPTION: Fixed Insurance Agent Name: ARKLOW REALTY GROUP POSITION: Owner NATURE: Real Estate INVESTMENT RELATED: Yes # OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/09/2025 ADDRESS: 2153 Chuckwagon Rd, Suite 201, Colorado Springs CO 80919, United States DESCRIPTION: Sole Owner of company

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-01-26
S63 Uniform Securities Agent State Law Examination 2003-05-27
  • S66 Uniform Combined State Law Examination
    2005-01-26
  • S63 Uniform Securities Agent State Law Examination
    2003-05-27

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