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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-08-21 |
Branch Locations
French Village, MO • United States
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
4171 Crescent Dr. Ste 200, St. Louis, MO 63129 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisors Llc | Denver | CO | 01/2004 | 08/2026 |
| Prosperity Network, Inc. | Overland Park | KS | 04/2001 | 08/2026 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | 08/2026 |
| Kestra Investment Services, Llc | St. Louis | MO | 08/2026 | Present |
| Kestra Advisory Services Llc | St. Louis | MO | 08/2026 | Present |
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: 08/24/2026 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: WEALTHPLAN ADVISORS GROUP POSITION: Founder NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/24/2026 ADDRESS: 4171 Crescent Dr., Ste 200, St. Louis MO 63129, United States DESCRIPTION: Financial Planning, Investment Management. Risk Management Name: WEALTHPLAN ADVISORS GROUP POSITION: Founder NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/24/2026 ADDRESS: 4171 Crescent Dr., Ste 200, St. Louis MO 63129, United States DESCRIPTION: Financial Planning, Investment Management. Risk Management. Analyzing financial risks to the client during the financial planning process and providing solutions to those risks through insurance sales.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-12-11 |
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