Robert Samuel Berz

Current Employers

Employment History

• 09/1960 → Present
  Robert S Berz Company
  Chattanooga, TN
• 04/2016 → 03/2025
  Kestra Investment Services, Llc.
  Chattanooga, TN
• 04/2016 → 03/2025
  Kestra Advisory Services, Llc.
  Chattanooga, TN
• 03/2025 → Present
  Lion Street Financial
  Chattanooga, TN
• 03/2025 → Present
  Lion Street Advisors
  Chattanooga, TN
• 11/2025 → Present
  Integrity Alliance, Llc.
  Urbandale, IA
• 11/2025 → Present
  Integrity Alliance, Llc.
  Urbandale, IA

Previous Registrations

• 2025-03-20 → 2025-11-03
  Lion Street Advisors, Llc
  Chattanooga, TN
  Austin, TX
• 2016-04-26 → 2025-03-26
  Kestra Advisory Services, Llc
  Chattanooga, TN
  Austin, TX
  Chattanooga, TN
• 2004-01-07 → 2016-09-22
  Kestra Investment Services, Llc
  Chatanooga, TN
  Chattanooga, TN
  Austin, TX

Other Businesses

1.Business Name: Berz Financial Partners Investment Related: Yes Address:901 Mountain Creek Rd Chattanooga TN 37405 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance Position, Title or Relationship: Owner Start Date: 9/20/1960 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: responding to service requirements of clients, paying my employees, provide underwriting for various insurance products 2.BLUFFVIEW INSURANCE GROUP,LLC POSITION: Owner NATURE: Sale and Service of non securities based Life Insurance products INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2025 ADDRESS: 901 Mountain Creek road Suite 201, chattanooga TN 37405, United States DESCRIPTION: Advise clients on strategies for family and business protection needs solved with non securities based life insurance products. .

Exams

• S63 Uniform Securities Agent State Law Examination
  1985-09-05

Other Names

• Robert S Berz