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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
MN RA APPROVED 2022-09-26
  • MN RA
    APPROVED
    Since 2022-09-26

Branch Locations

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

505 Hwy 169 N Suite 1100, Plymouth, MN 55441 • 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
The Knw Group Minnetonka MN 10/2010 04/2018
Kestra Investment Services, Llc. Bloomington MN 04/2016 03/2022
Abbey Street Eden Prairie MN 04/2018 03/2020
Gallagher Benefit Services, Inc. Bloomington MN 03/2020 03/2022
Kestra Advisory Services, Llc. Bloomington MN 04/2016 03/2022
Triad Advisors Inc Norcross GA 03/2022 06/2022
Gallagher Fiduciary Advisors, Llc Bloomington MN 04/2022 06/2022
Kestra Investment Services Llc Plymouth MN 06/2022 Present
Kestra Advisory Services Llc Plymouth MN 06/2022 Present
  • 10/2010 → 04/2018
    The Knw Group
    Minnetonka, MN
  • 04/2016 → 03/2022
    Kestra Investment Services, Llc.
    Bloomington, MN
  • 04/2018 → 03/2020
    Eden Prairie, MN
  • 03/2020 → 03/2022
    Gallagher Benefit Services, Inc.
    Bloomington, MN
  • 04/2016 → 03/2022
    Bloomington, MN
  • 03/2022 → 06/2022
    Triad Advisors Inc
    Norcross, GA
  • 04/2022 → 06/2022
    Bloomington, MN
  • 06/2022 → Present
    Kestra Investment Services Llc
    Plymouth, MN
  • 06/2022 → Present
    Plymouth, MN
Previous Registrations
Other Businesses

KNW GROUP LLC DBA NFP CORP. POSITION: Senior Retirement Plan Consultant NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/27/2022 ADDRESS: 505 Waterford Park Highway 169 N, Suite 1100, Plymouth MN 55441, United States DESCRIPTION: Responsible for acting as a relationship manager for a block of defined contribution retirement plan clients. KESTRA ADVISORY SERVICES, LLC POSITION: Senior Retirement Plan Consultant NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/27/2022 ADDRESS: 5707 Southwest Parkway, Blg 2, Suite 400, Austin TX 78735, United States DESCRIPTION: Responsible for acting as relationship for a block of defined contribution plan clients.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-01-12
S63 Uniform Securities Agent State Law Examination 2011-01-31
  • S65 Uniform Investment Adviser Law Examination
    2015-01-12
  • S63 Uniform Securities Agent State Law Examination
    2011-01-31
Other Names
  • Kyle Girard

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