Grant William De Vries

Employer firm

Kestra Advisory Services, LLC CRD 283330

$79.8B regulatory AUM 6,392 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2007 → 10/2021
  Peoples Bank
  Sioux Center, IA
• 10/2018 → 10/2021
  Infinex Investments, Inc.
  Meriden, CT
• 10/2021 → Present
  Kestra Investment Services, Llc
  Sioux City, IA
• 10/2021 → Present
  Kestra Advisory Servcies, Llc
  Sioux City, IA

Previous Registrations

• 2018-10-11 → 2021-10-18
  Osaic Institutions, Inc.
  Sioux Center, IA
  Chapel Hill, NC
  Sioux Center, IA
• 2007-07-18 → 2018-10-12
  Investment Advisors Corp
  Sioux Center, IA

Other Businesses

Busi Nm: KESTRA ADVISORY SERVICES POSITION: Wealth Advisor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/12/2021 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735 DESCRIPTION: Providing advisory services through Doelman Financial Advisory & Wealth Management, INC. Busi Nm: DEVRIES FINANCIAL ADVISORY & WEALTH MANAGEMENT, LLC POSITION: Owner/Registered Agent NATURE: Single Member LLC for compensation to flow through INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/16/2022 ADDRESS: 209 S. Main Ave., Sioux Center IA 51250 DESCRIPTION: Tracking Income and Expenses Busi Nm: DOELMAN FINANCIAL ADVISORY & WEALTH MANAGEMENT, INC. POSITION: Wealth Advisor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/12/2021 ADDRESS: 209 S. Main Ave, Sioux Center IA 51250 DESC: Joining Doelman Financial to handle traditional brokerage services. Busi Nm: ROCK VALLEY CHRISTIAN SCHOOL, BOARD MEMBER POSITION: Board Member NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2024 ADDRESS: 1405 17th Street, Rock Valley IA 51247 DESCRIPTION: To help provide oversight and direction for Rock Valley Christian School to continue providing education to its students.

Exams

• S66 Uniform Combined State Law Examination
  2007-07-16

Designations

• Certified Financial Planner

Other Names

• Grant William Devries