Jeffrey William Tegeler

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

• 08/1986 → Present
  Strommen And Associates
  Minneapolis, MN
• 02/1993 → Present
  Minnesota Mutual
  St Paul, MN
• 04/1993 → Present
  Garrity & Associates
  Eden Prairie, MN
• 04/2016 → Present
  Kestra Advisory Services, Llc
  Minneapolis, MN
• 01/1999 → Present
  Kestra Investment Services, Llc
  Minneapolis, MN

Other Businesses

Business Name: National Financial Partners Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Insurance Position, Title or Relationship: Other,Broker Start Date: 1/1/1999 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Sale of Variable Life InsuranceBusiness Name: Garrity, Tegeler & Varley Wealth Strategies, LLP Investment Related: Yes Address: 8011 34th Avenue South, Suite 141 Minneapolis MN 55425 Nature of Business: Insurance Position, Title or Relationship: Owner Start Date: 1/1/1989 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 81% - 90% (113 - 126 hours) Duties: Attempt to find the best and most appropriate life insurance product for the customerBusiness 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 servicesBusiness Name: Accredited Investors, Inc. Investment Related: No Address: 5200 West 73rd Street Edina MN 55439 Nature of Business: Consulting; Insurance Position, Title or Relationship: Independent Contractor Start Date: 8/30/2021 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Be avilable to provide insurance and annuity planning and to answer questions.

Exams

• S63 Uniform Securities Agent State Law Examination
  1986-07-09

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Jeff Tegeler