Kevin Lee Mckinstry

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 05/1978 → Present
  Kevin Mckinstry
  E. Palestine, OH
• 11/2010 → 09/2025
  Avantax Financial Services, Inc.
  East Palestine, OH
• 11/2010 → 09/2025
  Avantax Insurance Services, Inc.
  East Palestine, OH
• 11/1978 → Present
  Kevin Mckinstry
  East Palestine, OH
• 06/2008 → Present
  Cdk Apartment Building
  East Palestine, OH
• 01/2017 → 09/2025
  Avantax Advisory Services
  East Palestine, OH
• 03/2017 → Present
  Insurance With Illinois Mutual
  East Palestine, OH
• 09/2025 → Present
  Cetera Wealth Services, Llc
  East Palestine, OH
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2017-01-30 → 2025-09-05
  Avantax Advisory Services
  East Palestine, OH

Other Businesses

CDK Apartment Building~'NIR'~544 Grandview Ave~East Palestine~OH~44413~Rental Property Owner/Management~Partner/General Partner~6/1/2008~20hrs~0hrs~deposit checks, write checks, secure tenants|Insurance with Illinois Mutual~'NIR'~40 N. Market St.~East Palestine~OH~44413~Nonprofit~Insurance Sales Agent~3/20/2017~2hrs~0hrs~Sales and servicing Illinois Mutual business|Kevin McKinstry~'NIR'~40 N. Market St.~East Palestine~OH~44413~Tax Preparation/Accounting~Owner/Sole Proprietor~5/1/1978~160hrs~120hrs~tax preparation and insurance|Kevin McKinstry~'NIR'~544 Grandview Ave~East Palestine~OH~44413~Other~Owner/Sole Proprietor~11/1/1978~90hrs~0hrs~officiate volleyball & basketball|

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-01-17
• S63 Uniform Securities Agent State Law Examination
  2012-08-21