Betty J. Schuster
KESTRA ADVISORY SERVICES
Columbia, MO 65203
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CRD#: 1667219
Professional summary
Betty Jane Schuster, AIF®, CFP®, who also goes by Betty Jane Loesing, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Columbia, Missouri and KESTRA INVESTMENT SERVICES, LLC located in Columbia, Missouri.
Betty is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. Betty has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Betty Jane Loesing
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.
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.
CRS (Client Relationship Summary) - RIA
Click below to view Betty Jane Schuster'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®
CFP®
Start date: 1986
Experience
Current
September 16, 2021 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 2000 Forum Blvd Ste 3, Columbia, MO 65203RIA
CRD#: 283330
Columbia, MO
Current
September 16, 2021 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 2000 Forum Blvd Ste 3, Columbia, MO 65203BD
CRD#: 42046
Columbia, MO
Past
November 29, 2001 - September 21, 2021
PRINCIPAL SECURITIES, INC.
RIA
CRD#: 1137
COLUMBIA, MO
Past
May 28, 1987 - September 21, 2021
PRINCIPAL SECURITIES, INC.
BD
CRD#: 1137
COLUMBIA, MO
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(9/16/2021)
RR
Arkansas(9/16/2021)
RR
California(9/16/2021)
RR
Colorado(9/16/2021)
RR
Delaware(9/16/2021)
RR
Florida(9/16/2021)
RR
Georgia(9/16/2021)
RR
Hawaii(9/16/2021)
RR
Idaho(9/16/2021)
RR
Illinois(9/16/2021)
RR
Indiana(9/16/2021)
RR
Iowa(9/16/2021)
RR
Kansas(9/16/2021)
RR
Kentucky(9/16/2021)
RR
Minnesota(9/16/2021)
RR
Mississippi(9/27/2023)
RR
Missouri(9/16/2021)
IAR
Missouri(9/16/2021)
RR
Nebraska(9/16/2021)
RR
Nevada(9/16/2021)
RR
New Jersey(9/16/2021)
RR
New Mexico(9/16/2021)
RR
New York(9/16/2021)
RR
North Carolina(9/24/2021)
RR
Ohio(9/16/2021)
RR
Oklahoma(9/16/2021)
RR
Oregon(9/16/2021)
RR
Pennsylvania(1/17/2024)
RR
South Carolina(9/16/2021)
RR
South Dakota(9/16/2021)
RR
Tennessee(9/16/2021)
RR
Texas(9/16/2021)
IAR
Texas(9/16/2021)
RR
Utah(9/16/2021)
RR
Virginia(9/16/2021)
RR
Wisconsin(9/16/2021)
Exams
State Security Law Exam
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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
KESTRA ADVISORY SERVICES, LLC
CRD#: 283330Columbia, MO 65203TRUST BUT VERIFY
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