Jeffrey W. Tegeler
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
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey William Tegeler's CRS (Customer Relationship Summary).
Certified licenses
Experience
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 55425January 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 55127May 9, 2014 - September 22, 2016
KESTRA INVESTMENT SERVICES, LLC
March 17, 1993 - February 2, 1999
SECURIAN FINANCIAL SERVICES, INC.
January 2, 1992 - March 18, 1993
CETERA WEALTH SERVICES, LLC
March 23, 1990 - December 31, 1991
OPPENHEIMER & CO. INC.
December 23, 1988 - March 23, 1990
B.C. CHRISTOPHER SECURITIES CO.
October 23, 1986 - December 23, 1988
MORISON SECURITIES, INC.
May 13, 1986 - July 31, 1986
SECURIAN FINANCIAL SERVICES, INC.
November 5, 1984 - May 5, 1986
THE MINNESOTA MUTUAL LIFE INSURANCE COMPANY
Primary Firm SEC Registration
KESTRA ADVISORY SERVICES, LLC
CRD#: 283330 / SEC#: 801-56126
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(4/20/2001)
(2/15/2008)
(1/27/1999)
(1/4/1999)
(4/21/2016)
(1/4/1999)
Exams
FINRA
Current Firm
KESTRA ADVISORY SERVICES, LLC
CRD#: 283330 / SEC#: 801-56126
Contact information
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 |
|---|---|---|
| 12/01/2025 | ||
| 12/23/2024 | ||
| 10/20/2023 |
Red Flags
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