Jodi Lynn Manthei

Current Employers

Employment History

• 03/1988 → 01/2018
  Invest Financial Corporation
  Tampa, FL
• 06/2026 → Present
  Kestra Advisory Services, Llc
  St. Charles, IL
• 06/2026 → Present
  Kestra Investment Services, Llc
  St. Charles, IL
• 01/2018 → 06/2026
  Commonwealth Financial Network
  Waltham, MA

Previous Registrations

• 2018-01-05 → 2026-06-01
  Commonwealth Financial Network
  Saint Charles, IL
  Waltham, MA
  Naperville, IL
  Sheboygan, WI
  Naples, FL
• 1998-08-31 → 2018-01-08
  Invest Financial Corporation
  Wheaton, IL
  Elgin, IL
  Wheaton, IL
  Naperville, IL
  St. Charles, IL
  St. Charles, IL
  Carpentersville, IL
  Glen Ellyn, IL
  St. Charles, IL
• 2008-01-18 → 2008-01-29
  Natcity Investments, Inc.
  St Charles, 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: 06/01/2026 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: RIVERSTONE WEALTH PARTNERS LLC POSITION: owner NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2008 ADDRESS: 606 Riverside Ave, St Charles IL 60174, United States DESCRIPTION: investment management Name: RIVERSTONE WEALTH PARTNERS MANTHEI LLC DBA RIVERSTONE WEALTH PARTNERS POSITION: CEO Wealth Advisor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/01/2026 ADDRESS: 606 Riverside Ave, St Charles IL 60174, United States DESCRIPTION: Manage team of investment advisors and provide advisory services to clients Name: RTM FOX RIVER LLC POSITION: owner NATURE: Real Estate INVESTMENT RELATED: Yes # OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/07/2017 ADDRESS: 602 Fox Glen Dr, St Charles IL 60174, United States DESCRIPTION: none Name: AMERICAN ASSOCIATION OF UNIVERSITY WOMEN POSITION: board member NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/01/2010 ADDRESS: 1310 L St NW, Ste 1000, Washington DC 20005, United States DESCRIPTION: Provide resources for directory Name: ST CHARLES CULTURAL COMMISSION POSITION: Commission member NATURE: Commissioner INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2009 ADDRESS: 2 Main St, St Charles IL 60174, United States DESCRIPTION: Participate in two meetings per year to provide review and guidance Name: RIVERSTONE WEALTH PARTNERS INSURANCE POSITION: owner NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/10/2025 ADDRESS: 606 Riverside Ave, St Charles IL 60174, United States DESCRIPTION: n/a Name: JLM FOX RIVER LLC POSITION: owner NATURE: Real Estate INVESTMENT RELATED: Yes # OF HOURS: 0 SECURITIES TRADING HOURS: 1 START DATE: 04/08/2020 ADDRESS: 602 Fox Glen Dr, St Charles IL 60174, United States DESCRIPTION: none

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-06-25
• S63 Uniform Securities Agent State Law Examination
  1984-05-14

Other Names

• Jodi Lynn Drancik
• Jodi Drancik Manthei
• Jodi L Manthei
• Jodi Drancik Manthei