Daniel Faett

$79.8B regulatory AUM 6,392 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

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

Current Registrations

Authority	Category	Status	Date
MI	RA	APPROVED	2024-08-15

Branch Locations

500 Country Pine Lane Ste 1, Battle Creek, MI 49015 • United States

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

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

Organization	City	State	From	To
Kestra Financial Services, Inc	Austin	TX	04/2016	10/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Bloomfield Hills	MI	10/2017	06/2018
Bank Of America, N.A.	Bloomfield Hills	MI	11/2017	06/2018
Ford Estates, Llc	Detroit	MI	06/2018	07/2024
Kestra Advisory Services, Llc	Battle Creek	MI	08/2024	Present

04/2016 → 10/2017

Kestra Financial Services, Inc

Austin, TX
10/2017 → 06/2018

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Bloomfield Hills, MI
11/2017 → 06/2018

Bank Of America, N.A.

Bloomfield Hills, MI
06/2018 → 07/2024

Ford Estates, Llc

Detroit, MI
08/2024 → Present

Kestra Advisory Services, Llc

Battle Creek, MI

2017-10-25 → 2018-06-11

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Bloomfield Hills, MI
2016-04-20 → 2017-10-27

Kestra Advisory Services, Llc

Battle Creek, MI
2012-02-06 → 2016-09-22

Kestra Investment Services, Llc

Battle Creek, MI

Code	Exam	Date
S66	Uniform Combined State Law Examination	2011-11-22