Best Investors Account Sign in
Current Employers
Kestra Private Wealth Services, Llc

5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-01-05
OH RA APPROVED 2020-06-30
  • TX RA
    APPROVED
    Since 2021-01-05
  • OH RA
    APPROVED
    Since 2020-06-30

Branch Locations

3130 Executive Parkway Suite 2F, Toledo, OH 43606 • United States

5004 Timber Commons, Sandusky, OH 44870 • United States

5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States

Ottawa Hills, OH • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ubs Financial Services Inc Sylvania OH 12/2011 06/2020
Kestra Investment Services Toledo OH 06/2020 Present
Kestra Private Wealth Services Toledo OH 06/2020 Present
  • 12/2011 → 06/2020
    Sylvania, OH
  • 06/2020 → Present
    Kestra Investment Services
    Toledo, OH
  • 06/2020 → Present
    Kestra Private Wealth Services
    Toledo, OH
Previous Registrations
Other Businesses

Name: True Alpha Wealth Management Investment Related: Yes Address: 5004 Timber Commons Dr Sandusky OH 44870 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through an independent outside RIA Position, Title or Relationship: IAR Start Date: 6/30/2020 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: oversee all operations, along with 3 other partners NAME: TYLER MCKEAN ENTERPRISES LLC POSITION: Sole Member NATURE: LLC used for tax purposes on earnings INVESTMENT RELATED: No # OF HOURS: 160 SECURITIES TRADING HOURS: 80 START DATE: 10/01/2021 ADDRESS: 3130 Executive Parkway, Suite 2F, Toledo OH 43606, United States DESCRIPTION: Sole Member MHW HOLDINGS, LTD POSITION: member NATURE: umbrella liability for tax/legal purposes INVESTMENT RELATED: No # OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2024ADDRESS: 5004 Timber Commons Dr, Sandusky OH 44870, United States DESCRIPTION: this is simply an umbrella LLC between myself, Steve Hafner and Chad Wicker - all members of KPWS. we were advised from our attorney/CPA to have a separate LLC for liability purposes versus the True Alpha Wealth Management LLC.I still have my solo member LLC for my individual income earnings

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-08-13
  • S66 Uniform Combined State Law Examination
    2010-08-13
Other Names
  • Tyler Robert Mckean

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Toledo, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor