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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2016-04-20 |
| TX | RA | APPROVED | 2016-04-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aetna Life And Casualty | Hartford | CT | 06/1979 | Present |
| Independent Insurance Agent | Kalamazoo | MI | 08/2001 | Present |
| Kestra Investment Services, Llc | Kalamazoo | MI | 04/2016 | Present |
| Kestra Advisory Services, Llc | Kalamazoo | MI | 04/2016 | Present |
Business Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative Start Date: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory services Business Name: The Wiser Financial Group Investment Related: Yes Address: 6100 Stadium Dr Kalamazoo MI 49009 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative of a broker dealer Start Date: 7/1/2007 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Provide financial planning and investment planning services as an Investment Advisor Representative Occasionally handle fixed insurance products.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-08-01 |
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