Nancy Jo Hayes

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

• 03/1988 → 01/2018
  Invest Financial Corp
  Tampa, FL
• 01/2018 → 04/2026
  Commonwealth Financial Network
  Waltham, MA
• 04/2026 → Present
  Kestra Investment Services
  Naperville, IL
• 04/2026 → Present
  Kestra Advisory Service
  Naperville, IL

Previous Registrations

• 2018-01-05 → 2026-04-29
  Commonwealth Financial Network
  Waltham, MA
  Naperville, IL
  Sheboygan, WI
  Naperville, IL
• 1998-08-31 → 2018-01-08
  Invest Financial Corporation
  Naperville, IL
  Naperville, IL
  Naperville, IL
  Naperville, IL
  Naperville, IL
  Naperville, IL
• 2008-01-28 → 2008-02-21
  Natcity Investments, Inc.
  Naperville, IL

Other Businesses

Name: 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: 04/28/2026 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: RIVERSTONE NAPERVILLE LLC POSITION: Owner/partner NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/08/2018 ADDRESS: 3380 Lacrosse Lane, Suite #100, Naperville IL 60564-8521, United States DESCRIPTION: support our office and employee Name: RIVERSTONE WEALTH PARTNERS - HAYES LLC POSITION: Owner/partner NATURE: Administrative Pass Through INVESTMENT RELATED: No # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/08/2018 ADDRESS: 3380 Lacrosse Lane, Suite #100, Naperville IL 60564-8521, United States DESCRIPTION: Investment Advisory services to clients

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-08-17
• S63 Uniform Securities Agent State Law Examination
  1982-11-19

Other Names

• Nancy Jo Branz