Kennedy Lewellen Alley

Employer firm

Relation Wealth Management, Inc. CRD 329961

$541M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 11/2018 → 11/2020
  Doubleshot Coffee Company
  Tulsa, OK
• 03/2018 → 11/2018
  Biolief
  Tulsa, OK
• 08/2012 → 03/2018
  Hartman, Blackstock, & Moore
  Tulsa, OK
• 08/2021 → 06/2024
  Kestra Investment Services, Llc
  Tulsa, OK
• 05/2024 → 06/2024
  Kestra Advisory Services, Llc
  Tulsa, OK
• 07/2024 → Present
  Relation Wealth Management, Inc.
  Tulsa, OK
• 12/2020 → 06/2024
  Premier Wealth Management
  Tulsa, OK

Previous Registrations

• 2024-05-20 → 2024-07-01
  Kestra Advisory Services, Llc
  Austin, TX
  Tulsa, OK

Other Businesses

1) Relation Insurance, Inc.; not investment-related; 10425 E 82nd East Avenue, Suite 110, Tulsa, OK 74137; Licensed insurance agent; Insurance sales; Implementation of insurance recommendations; Start date: 10/2019; Approx. 10% of time during the month.

Exams

• S66 Uniform Combined State Law Examination
  2024-05-16

Other Names

• Kennedy Taylor Lewellen
• Kennedy Lewellen Alley