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Current Employers
Advisory Solutions Group

505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-05-07
  • FL RA
    APPROVED
    Since 2026-05-07

Branch Locations

Neptune Beach, FL • United States

505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Questar Capital Corporation Minneapolis MN 03/2015 12/2018
Questar Asset Management Minneapolis MN 03/2015 12/2018
Next Financial Group, Inc. Neptune Beach FL 11/2018 07/2023
Next Financial Group, Inc. Neptune Beach FL 11/2018 07/2023
Cs Planning Corp. Neptune Beach FL 07/2023 04/2026
Advisory Solutions Group Neptune Beach FL 05/2026 Present
  • 03/2015 → 12/2018
    Questar Capital Corporation
    Minneapolis, MN
  • 03/2015 → 12/2018
    Questar Asset Management
    Minneapolis, MN
  • 11/2018 → 07/2023
    Next Financial Group, Inc.
    Neptune Beach, FL
  • 11/2018 → 07/2023
    Next Financial Group, Inc.
    Neptune Beach, FL
  • 07/2023 → 04/2026
    Neptune Beach, FL
  • 05/2026 → Present
    Neptune Beach, FL
Previous Registrations
  • 2023-08-03 → 2026-06-02
    Portland, OR
    Neptune Beach, FL
  • 2018-11-30 → 2023-07-05
    Next Financial Group, Inc.
    Neptune Beach, FL
    Neptune Beach, FL
    Houston, TX
    Welaka, FL
    Neptune Beach, FL
    Jacksonville, FL
  • 2015-04-01 → 2018-12-06
    Questar Asset Management, Inc.
    St Simons Island, GA
    Minneapolis, MN
    Neptune Beach, FL
  • 2015-01-02 → 2015-01-28
    Msi Financial Services, Inc.
    St. Simons Island, GA
  • 2009-07-02 → 2015-01-02
    New England Securities
    Jacksonville, FL
    St. Simons Island, GA
  • 2007-09-25 → 2009-03-30
    Banc Of America Investment Services, Inc.
    Jacksonville, FL
    Brunswick, GA
  • 2007-04-02 → 2007-08-22
    Morgan Stanley & Co. Llc
    Jacksonville, FL
  • 2006-11-30 → 2007-04-02
    Morgan Stanley Dw Inc.
    Jacksonville, FL
Other Businesses

WEALTH AND INCOME SOLUTIONS, LLC - NEPTUNE BEACH, FL - PRESIDENT. FIXED LIFE AND ANNUITY. 10 HOURS PER MONTH, 10 HOURS DURING TRADING HOURS. SELECT QUOTE - PRESIDENT - NEPTUNE BEACH, FL. MEDICARE INBOUND SALES CALLS AND HEALTH AGENT FOR COMPANY. 60 HOURS PER MONTH, 60 HOURS DURING TRADING HOURS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-11-28
  • S66 Uniform Combined State Law Examination
    2006-11-28
Other Names
  • Kevin Krieg
  • Kevin Michael Krieg

View on SEC IAPD

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