Betty Jane Schuster

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

• 07/1998 → 09/2021
  Principal Life Insurance Company
  Columbia, MO
• 10/2005 → 09/2021
  Schuster Financial Services
  Columbia, MO
• 03/2016 → 09/2021
  Principal Securities Inc
  Columbia, MO
• 09/2021 → Present
  Kestra Investment Services, Llc
  Columbia, MO
• 09/2021 → Present
  Kestra Advisory Services, Llc
  Columbia, MO

Previous Registrations

• 2001-11-29 → 2021-09-21
  Principal Securities, Inc.
  Columbia, MO
  Columbia, MO

Other Businesses

SCHUSTER FINANCIAL SERVICES, LLC POSITION: Sole member NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 136 SECURITIES TRADING HOURS: 91 START DATE: 12/19/2008 ADDRESS: 2000 Forum Boulevard, Suite 3, Columbia MO 65203, United States DESCRIPTION: Sole owner of Schuster Financial Services, LLC. Manage business operations and employees. BJS ENTERPRISES OF COLUMBIA, LLC POSITION: Sole member, manager of three real estate properties. NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 7 START DATE: 02/26/2002 ADDRESS: 3109 Hill Haven Lane, Columbia MO 65202, United States DESCRIPTION: Manager of the property. Executes leases, pay bills, routine maintenance. KESTRA ADVISORY SERVICES, LLC POSITION: Registered Representative NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 136 SECURITIES TRADING HOURS: 119 START DATE: 10/01/2021 ADDRESS: 5707 Southwest Parkway, Bldg. 2, Ste. 400, Austin TX 78735, United States DESCRIPTION: Registered Rep/Investment Advisor Representative BETTY SCHUSTER, DIRECTOR COLUMBIA INSURANCE GROUP/ POSITION: Chair, board of directors. NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 7 START DATE: 03/01/1997 ADDRESS: 2102 Whitegate Drive, Columbia MO 65202, United States DESCRIPTION: Set agenda and conduct board meetings and Governance Committee meetings. BETTY J. SCHUSTER POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 24 SECURITIES TRADING HOURS: 21 START DATE: 03/01/1987 ADDRESS: 2000 Forum Boulevard, Suite 3, Columbia MO 65203, United States DESCRIPTION: Provide products to clients based on need and their financial situation.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-01-30
• S63 Uniform Securities Agent State Law Examination
  1987-05-27

Designations

• Certified Financial Planner

Other Names

• Betty Jane Loesing