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William D. Nestel

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CRD#: 1339831
WN

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

William Dan Nestel, AIF®, who also goes by Bill Nestel, was a registered financial professional .

William is a previously registered financial professional and started their career in finance in 1985. William had worked at 13 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 22 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Bill Nestel

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)


The CRS(Customer Relationship Summary) document is not provided.

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®

Experience


Past

August 23, 2011 - February 9, 2024

SECURITY DISTRIBUTORS

BD
CRD#: 3336
TOPEKA, KS
Past

July 26, 2011 - August 29, 2011

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
ATLANTA, GA
Past

June 22, 2010 - July 25, 2011

PFS INVESTMENTS INC.

BD
CRD#: 10111
MACON, GA
Past

January 22, 2010 - May 17, 2010

NYLIFE SECURITIES LLC

BD
CRD#: 5167
PAOLI, PA
Past

June 21, 2004 - November 4, 2009

PACIFIC SELECT DISTRIBUTORS, LLC

BD
CRD#: 4452
NEWPORT BEACH, CA
Past

July 1, 2002 - August 4, 2004

MAIN STREET SECURITIES, LLC

BD
CRD#: 47127
HAYS, KS
Past

January 2, 2001 - June 4, 2002

EQUITABLE DISTRIBUTORS, LLC

BD
CRD#: 25900
CHARLOTTE, NC
Past

December 23, 1997 - January 5, 2000

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
NEW YORK, NY
Past

December 23, 1997 - December 31, 2000

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY
Past

October 5, 1995 - January 9, 1998

EQUITABLE DISTRIBUTORS, LLC

BD
CRD#: 25900
CHARLOTTE, NC
Past

November 17, 1993 - February 13, 1995

ASTRA FUND DISTRIBUTORS CORP.

BD
CRD#: 6930
LOS ANGELES, CA
Past

August 17, 1990 - August 9, 1993

NSR DISTRIBUTORS, INC.

BD
CRD#: 20271
ENFIELD, CT
Past

May 5, 1987 - August 7, 1990

EQUUS SECURITIES INCORPORATED

BD
CRD#: 16285
Past

April 1, 1985 - March 30, 1987

GRANADA FINANCIAL SERVICES, INC.

BD
CRD#: 10209

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 8/10/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


SD
SECURITY DISTRIBUTORS
SECURITY DISTRIBUTORS | SECURITY DISTRIBUTORS, LLC | SECURITY DISTRIBUTORS, INC.

CRD#: 3336 / SEC#: , 8-10781

BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information


Main Address
One Security Benefit Place, Topeka, KS 66636-0001
Mailing Address
One Security Benefit Place, Topeka, KS 66636
Phone number
(785) 438-3000
Established
Kansas since 03/06/1962
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
SECURITY BENEFIT LIFE INSURANCE COMPANYMEMBER
AULETA, KURT EUGENESENIOR VICE PRESIDENT, SALES MANAGER WEST2463399
BISHOP, COLIN WILLIAMCFO, TREASURER & FINOP7787724
BYRNES, DAVID GERARDPRESIDENT & HEAD OF DISTRIBUTION1318905
CARR, MARK JOSEPHASSISTANT VICE PRESIDENT2833346
GARHART, GREGORY CHRISTOPHERASSISTANT VICE PRESIDENT, CHIEF COMPLIANCE OFFICER & AML COMPLIANCE OFFICER5118892
HILL, CARMEN RENEEVICE PRESIDENT & ASSISTANT SECRETARY2646887
JACQUINOT, JUSTIN ABERSENIOR VICE PRESIDENT, DIRECT RELATIONSHIPS4437252
KILEY, JAMES JSENIOR VICE PRESIDENT, EDUCATION MARKET & AFFILIATES1278905
LACEY, SUSAN JANELLEASSISTANT TREASURER4930469
MAGHINI, MICHAEL THOMASSENIOR VICE PRESIDENT, NATIONAL ACCOUNTS1239692
REIDY, MICHAEL KEVINSENIOR VICE PRESIDENT1323936
ROCHA, MATTHEW VINCENTSENIOR VICE PRESIDENT, SALES MANAGER EAST5207062
TALLEN, AARON MARSHALSECOND VICE PRESIDENT, HEAD OF DISTRIBUTION OPERATIONS & 401K DEFINED CONTRIBUTIONS4455856
WILEY, DONALD ANDREWVICE PRESIDENT1132196
YOUNG, LISA MICHELLEASSISTANT TREASURER2596425

Disclosures


Regulatory Event5

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


SECURITY DISTRIBUTORS

CRD#: 3336

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