Ronald Chad Bagley

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

• 04/2016 → 11/2021
  Wells Fargo Advisors Financial Network, Llc
  Aledo, TX
• 11/2021 → Present
  Kestra Investment Services Llc
  Tolar, TX
• 11/2021 → Present
  Kestra Advisory Services Llc
  Tolar, TX

Previous Registrations

• 2016-04-15 → 2021-11-08
  Wells Fargo Advisors Financial Network, Llc
  Willow Park, TX
  Tolar, TX
• 2008-01-07 → 2016-04-18
  Edward Jones
  Aledo, TX
  St Louis, MO
  Aledo, TX

Other Businesses

1. PONDEROSA FINANCIAL GROUP POSITION: SR. FINANCIAL ADVISOR NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: No # OF HOURS: 130 SECURITIES TRADING HOURS: 92 START DATE: 11/03/2021 ADDRESS: 4971 E I-20 SERVICE RD N, STE 204/205, WILLOW PARK TX 76087 DESCRIPTION: AS AN FA WE WORK WITH INDIVIDUAL INVESTORS TO HELP THEM MANAGE THEIR GOALS WITHIN THEIR SPECIFIC RISK TOLERANCE USING THE TOOLS AND FINANCIAL PRODUCTS THAT ARE AVAILABLE TO US. THIS INCLUDES ANNUAL REVIEW ALONG WITH SEVERAL FACE TO FACE MEETINGS THROUGH OUT THE YEAR. 2. KESTRA ADVISORY SERVICES, LLC POSITION: SR FINANCIAL ADVISOR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 130 SECURITIES TRADING HOURS: 92 START DATE: 11/03/2021 ADDRESS: 5707 Southwest Parkway Building 2 Ste. 400, Austin TX 78735 DESCRIPTION: AS AN FA WE WORK WITH INDIVIDUAL INVESTORS TO HELP THEM MANAGE THEIR GOALS WITHIN THEIR SPECIFIC RISK TOLERANCE USING THE TOOLS AND FINANCIAL PRODUCTS THAT ARE AVAILABLE TO US. THIS INCLUDES ANNUAL REVIEW ALONG WITH SEVERAL FACE TO FACE MEETINGS THROUGH OUT THE YEAR. 3. THE PALUXY PONDEROSA LLC POSITION: MEMBER NATURE: Real Estate INVESTMENT RELATED: Yes # OF HOURS: 10 SECURITIES TRADING HOURS: 4 START DATE: 04/09/2021 ADDRESS: 4971 E I-20 SERVICE RD N, STE 204/205, WILLOW PARK TX 76087, United States DESCRIPTION: GENERAL MAINTANANCE 4. THE PALUXY PONDEROSA LLC POSITION: MEMBER NATURE: Real Estate INVESTMENT RELATED: Yes # OF HOURS: 12 SECURITIES TRADING HOURS: 8 START DATE: 04/09/2021 ADDRESS: 4971 E I-20 SERVICE RD N, STE 204/205, WILLOW PARK TX 76087 DESCRIPTION: COIN COLLECTION AND GENERAL MAITENANCE 5). KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/03/2021 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR 6). PONDEROSA FINANCIAL GROUP POSITION: SR. FINANCIAL ADVISOR NATURE: Insurance INVESTMENT RELATED: No # OF HOURS: 130 SECURITIES TRADING HOURS: 92 START DATE: 11/03/2021 ADDRESS: 4971 E I-20 SERVICE RD N, STE 204/205, WILLOW PARK TX 76087, United States DESCRIPTION: WE WORK WITH INVESTORS TO HELP THEM MANAGE THEIR GOALS WITHIN THEIR SPECIFIC RISK TOLERANCE USING THE TOOLS AND FINANCIAL PRODUCTS THAT ARE AVAILABLE TO US. THIS INCLUDES ANNUAL REVIEW ALONG WIth FACE TO FACE MEETINGS THROUGH OUT THE YEAR.

Exams

• S66 Uniform Combined State Law Examination
  2008-01-03
• S63 Uniform Securities Agent State Law Examination
  2006-07-27

Other Names

• Ronald Chad Bagley