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JM

Jodi L. Manthei

KESTRA ADVISORY SERVICES
St. Charles, IL 60174
CRD#: 1175711
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JM
Jodi Lynn MantheiKESTRA ADVISORY SERVICES

Professional summary

Jodi Lynn Manthei, AIF®, who also goes by Jodi Lynn Drancik, Jodi Drancik Manthei, Jodi L Manthei, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in St. Charles, Illinois and KESTRA INVESTMENT SERVICES, LLC located in St. Charles, Illinois.

Jodi is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1983. Jodi has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jodi Lynn Drancik | Jodi Drancik Manthei | Jodi L Manthei

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jodi Lynn Manthei's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
AIF®

Accredited Investment Fiduciary

Experience

Current

June 2, 2026 - Present

KESTRA ADVISORY SERVICES, LLC

Office #1: 606 Riverside Ave, St. Charles, IL 60174
RIA
CRD#: 283330
St. Charles, IL
Current

June 2, 2026 - Present

KESTRA INVESTMENT SERVICES, LLC

Office #1: 606 Riverside Ave, St. Charles, IL 60174
BD
CRD#: 42046
St. Charles, IL
Past

January 5, 2018 - June 1, 2026

COMMONWEALTH FINANCIAL NETWORK

RIA
CRD#: 8032
Naperville, IL
Past

January 5, 2018 - June 1, 2026

COMMONWEALTH FINANCIAL NETWORK

BD
CRD#: 8032
Naperville, IL
Past

January 18, 2008 - January 29, 2008

NATCITY INVESTMENTS, INC.

RIA
CRD#: 17490
ST CHARLES, IL
Past

January 18, 2008 - January 29, 2008

NATCITY INVESTMENTS, INC.

BD
CRD#: 17490
ST CHARLES, IL
Past

August 31, 1998 - January 8, 2018

INVEST FINANCIAL CORPORATION

RIA
CRD#: 12984
NAPERVILLE, IL
Past

March 28, 1988 - January 8, 2018

INVEST FINANCIAL CORPORATION

BD
CRD#: 12984
NAPERVILLE, IL
Past

August 24, 1983 - March 22, 1988

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC

CRD#: 283330 / SEC#: 801-56126

RIA
Registered Investment Advisory firm - (12/31/1998 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(6/2/2026)
RR
Arkansas
(6/2/2026)
RR
California
(6/2/2026)
RR
Colorado
(6/2/2026)
RR
Delaware
(6/2/2026)
RR
District of Columbia
(6/2/2026)
RR
Florida
(6/2/2026)
RR
Georgia
(6/2/2026)
RR
Illinois
(6/2/2026)
IAR
Illinois
(6/2/2026)
RR
Indiana
(6/2/2026)
RR
Iowa
(6/2/2026)
RR
Louisiana
(6/2/2026)
RR
Maryland
(6/2/2026)
RR
Michigan
(6/2/2026)
RR
Minnesota
(6/2/2026)
RR
Mississippi
(6/2/2026)
RR
Montana
(6/2/2026)
RR
Nevada
(6/2/2026)
RR
New Jersey
(6/2/2026)
RR
New Mexico
(6/2/2026)
RR
New York
(6/2/2026)
RR
North Carolina
(6/4/2026)
RR
Ohio
(6/2/2026)
RR
Oregon
(6/2/2026)
RR
Pennsylvania
(6/2/2026)
RR
South Carolina
(6/2/2026)
RR
Tennessee
(6/2/2026)
RR
Texas
(6/2/2026)
IAR
Texas
(6/2/2026)
RR
Utah
(6/2/2026)
RR
Vermont
(6/2/2026)
RR
Virginia
(6/2/2026)
RR
Washington
(6/2/2026)
RR
Wisconsin
(6/2/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/25/1998
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 5/14/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/20/1983
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 5/11/2007
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC

CRD#: 283330 / SEC#: 801-56126

RIA
Registered Investment Advisory firm - (12/31/1998 Approved)
Loading...

Contact information

Main Address
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735
Mailing Address
Phone number
(844) 553-7872
Established
Firm type
Fiscal year end
# of Employees
1,299

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

KESTRA ADVISORY SERVICES, LLC BROCHURE (RETAIL CLIENTS) (11/24/2025)
KESTRA ADVISORY SERVICES, LLC BROCHURE (WRAP FEE PROGRAM) (11/24/2025)
KESTRA ADVISORY SERVICES, LLC BROCHURE (PLAN CLIENTS) (11/24/2025)

Regulatory assets under management

Total Number of Accounts155,482
AUM (Assets Under Management)$ 60,174,309,829

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
12/01/2025
Cover Page
Report
12/23/2024
Cover Page
Report
10/20/2023
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

KESTRA ADVISORY SERVICES, LLC

CRD#: 283330St. Charles, IL 60174

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