Michael Andrew Vitkansas

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

• 11/2003 → Present
  Benefits For Your Firm
  Middletown, NJ
• 04/2016 → Present
  Kestra Investment Services, Llc.
  Middletown, NJ
• 04/2016 → Present
  Kestra Advisory Services, Llc.
  Middletown, NJ

Previous Registrations

• 2002-05-23 → 2003-12-04
  Veravest Investment Advisors, Inc.
  Middletown, NJ

Other Businesses

Business Name: Michael A. Vitkansas CLU, ChFC Employee Benefit Services, LLC Retirement Income Strategies, LLC Investment Related: Yes Address: 22 Bayberry Lane Middletown NJ 07748 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance Position, Title or Relationship: President Start Date: 9/17/1984 Hours per month: 51% - 60% (81 - 96 hours) Hours per month during trading hours: 21% - 30% (29 - 42 hours) Duties: Running quotes for employers' option, assisting with needed applications, employee enrollment and issue resolution. 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:EMPLOYEE BENEFIT SERVICES, LTD POSITION: President NATURE: Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 09/01/2005 ADDRESS: 22 Bayberry Ln, Middletown NJ 07748, United States DESCRIPTION: I manage client relationship management, sales and marketing.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-06-06
• S63 Uniform Securities Agent State Law Examination
  1985-09-05

Designations

• Chartered Financial Consultant