Michael John Velin

Current Employers

Employment History

• 11/2010 → Present
  Ds&B Financial Services, Llc.
  Woodbury, MN
• 04/2016 → Present
  Kestra Advisory Services, Llc
  Plymouth, MN
• 11/2010 → Present
  Kestra Investment Services, Llc
  Plymouth, MN

Other Businesses

Business Name: The KNW Group, LLC Investment Related: Yes Address: 2165 Woodlane Drive, Suite Woodbury MN 55125 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Employee, Private Wealth Manager in the financial planning department Start Date: 10/20/2010 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 71% - 80% (99 - 112 hours) Duties: Conduct financial planning reviews with current and prospective clients 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: 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 Business Name: NFP Investment Related: Yes Address: 505 Waterford Park, Highway 169 N., Suite 1100 Plymouth MN 55441 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Private Wealth Advisor Start Date: 10/15/2010 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: We oversee the coordination of family's investment planning, insurance planning, tax planning, charitable giving, estate planning, business planning, etc. Business Name: MOUNDS PARK ACADEMY BOYS SOCCER VARSITY HEAD COACH POSITION: Head Coach NATURE: Boys Varsity Soccer Team INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 0 START DATE: 08/14/2023 ADDRESS: 2051 Larpenteur Ave E, Saint Paul MN 55109 DESCRIPTION: Coach the boys varsity high school soccer team

Exams

• S66 Uniform Combined State Law Examination
  2010-10-04

Designations