JT
Jeffrey W. Tegeler
KESTRA ADVISORY SERVICES
VADNAIS HEIGHTS, MN 55127
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CRD#: 1285540
JT
Professional summary
Jeffrey William Tegeler, CFP®, ChFC®, CLU®, who also goes by Jeff Tegeler, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Vadnais Heights, Minnesota and KESTRA INVESTMENT SERVICES, LLC located in Minneapolis, Minnesota.
Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1984. Jeffrey has worked at 8 firms and has passed the Series 63, SIE, Series 22 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jeff Tegeler
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.
Business Name: National Financial Partners Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Insurance Position, Title or Relationship: Other,Broker Start Date: 1/1/1999 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Sale of Variable Life InsuranceBusiness Name: Garrity, Tegeler & Varley Wealth Strategies, LLP Investment Related: Yes Address: 8011 34th Avenue South, Suite 141 Minneapolis MN 55425 Nature of Business: Insurance Position, Title or Relationship: Owner Start Date: 1/1/1989 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 81% - 90% (113 - 126 hours) Duties: Attempt to find the best and most appropriate life insurance product for the customerBusiness Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative Start Date: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory servicesBusiness Name: Accredited Investors, Inc. Investment Related: No Address: 5200 West 73rd Street Edina MN 55439 Nature of Business: Consulting; Insurance Position, Title or Relationship: Independent Contractor Start Date: 8/30/2021 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Be avilable to provide insurance and annuity planning and to answer questions.
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey William Tegeler's 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®
Experience
Current
April 21, 2016 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 845 East Conty Road E, Vadnais Heights, MN 55127Office #2: 8011 34th Avenue S. Suite 141, Minneapolis, MN 55425RIA
CRD#: 283330
VADNAIS HEIGHTS, MN
Current
January 4, 1999 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 8011 34th Avenue, Ste#141, Minneapolis, MN 55425Office #2: 845 East Conty Road E, Vadnais Heights, MN 55127BD
CRD#: 42046
Minneapolis, MN
Past
May 9, 2014 - September 22, 2016
KESTRA INVESTMENT SERVICES, LLC
RIA
CRD#: 42046
EDEN PRAIRIE, MN
Past
March 17, 1993 - February 2, 1999
SECURIAN FINANCIAL SERVICES, INC.
BD
CRD#: 15296
ST. PAUL, MN
Past
January 2, 1992 - March 18, 1993
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
EL SEGUNDO, CA
Past
March 23, 1990 - December 31, 1991
OPPENHEIMER & CO. INC.
BD
CRD#: 249
NEW YORK, NY
Past
December 23, 1988 - March 23, 1990
B.C. CHRISTOPHER SECURITIES CO.
BD
CRD#: 60
KANSAS CITY, MO
Past
October 23, 1986 - December 23, 1988
MORISON SECURITIES, INC.
BD
CRD#: 8097
Past
May 13, 1986 - July 31, 1986
SECURIAN FINANCIAL SERVICES, INC.
BD
CRD#: 15296
Past
November 5, 1984 - May 5, 1986
THE MINNESOTA MUTUAL LIFE INSURANCE COMPANY
BD
CRD#: 2797
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(4/20/2001)
RR
Florida(2/15/2008)
RR
Iowa(1/27/1999)
RR
Minnesota(1/4/1999)
IAR
Minnesota(4/21/2016)
RR
Wisconsin(1/4/1999)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
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)Upgrade to AdvisorCheck Premium
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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)
Regulatory assets under management
| Total Number of Accounts | 155,482 |
| AUM (Assets Under Management) | $ 60,174,309,829 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/23/2024 | ||
| 10/20/2023 | ||
| 12/21/2022 |
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.
