Elad Gad Goren

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

• 02/2011 → 09/2023
  Sagepoint Financial Advisors
  Westlake Village, CA
• 09/2023 → 10/2023
  Osaic Wealth, Inc.
  Newbury Park, CA
• 09/2023 → Present
  Kestra Investment Services
  Newbury Park, CA
• 09/2023 → Present
  Kestra Advisory Services
  Newbury Park, CA

Previous Registrations

• 2023-09-01 → 2023-10-08
  Osaic Wealth, Inc.
  Newbury Park, CA
• 2011-02-15 → 2023-09-01
  Osaic Services, Inc.
  Scottsdale, AZ
  Newbury Park, CA
• 2005-03-07 → 2011-02-28
  Next Financial Group, Inc.
  Westlake Village, CA
  Westlake Village, CA

Other Businesses

Name: 318 LLC POSITION: Member NATURE: Real Estate INVESTMENT RELATED: Yes, # OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/17/2015 ADDRESS: 3323 Old Conejo Road, NEWBURY PARK CA 91320 DESCRIPTION: Pay bills and collect rent from tenant (Financial Pointe). Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes, # OF HOURS: 160 SECURITIES TRADING HOURS: 128 START DATE: 10/03/2023 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735 DESCRIPTION: IAR Name: FINANCIAL POINTE POSITION: CFO, Ownner NATURE: Insurance INVESTMENT RELATED: Yes, # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2005 ADDRESS: 3323 Old Conejo Road, NEWBURY PARK CA 91320 DESCRIPTION: Run day to day operations for Financial Pointe. Name: RETIREMENT PLANNING TODAY AND WHITE GLOVE POSITION: Educator NATURE: Education INVESTMENT RELATED: No # OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 01/01/2016 ADDRESS: 3323 Old Conejo Road, NEWBURY PARK CA 91320, United States DESCRIPTION: Teach retirement planning classes. We get a power point presentation that is approved by the BD. We teach what is essentially an Investment 101 class to pre-retirees and retirees. No products are mentioned, just education. Name: ESSFC LLC POSITION: Investor NATURE: Dry Cleaner & Laundromat INVESTMENT RELATED: No # OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2025 ADDRESS: 3323 Old Conejo Road, Newbury Park CA 91320, United States DESCRIPTION: Invest money Name: RETIREMENT PLANNING TODAY, WHITE GLOVE AND RETIREMENT MASTERCLASS POSITION: Educator NATURE: Education INVESTMENT RELATED: No # OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 01/01/2016 ADDRESS: 3323 Old Conejo Road, NEWBURY PARK CA 91320, United States DESCRIPTION: Teach retirement planning classes. We get a powerpoint presentation that is approved by the BD. We teach what is essentially an Investment 101 class to pre-retirees and retirees. No products are mentioned, just education.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-03-04
• S63 Uniform Securities Agent State Law Examination
  1999-04-21

Designations

• Certified Financial Planner

Other Names

• Elad G Goren