KG
Keith D. Green
KESTRA ADVISORY SERVICES
Fenton, MI 48430
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CRD#: 1830657
KG
Professional summary
Keith Donald Green, AIF®, who also goes by Keth Donald Green, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Fenton, Michigan and KESTRA INVESTMENT SERVICES, LLC located in Fenton, Michigan.
Keith is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. Keith has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Keth Donald Green
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.
Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/27/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: GOD'S LOVE FOUNDATION POSITION: Chairman of the Board NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No # OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 12/26/2018 ADDRESS: 8234 Woodcreek Ct., Swartz Creek MI 48473, United States DESCRIPTION: Attend and facilitate 8 board meeting per year. I keep the organization on tract in ordinance with our mission. I do not have a vote on the board and do not handle the finances. I offer physical assistance when needed. Board meeting minutes are kept by the secretary, financials are kept by the treasurer. Name: GREEN IVY FINANCIAL POSITION: Financial Consultant NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/04/2025 ADDRESS: 104 S. Adelaide, Suite F, Fenton MI 48430, United States DESCRIPTION: This activity is a DPA for all associated duties and responsibilities associated with being an advisor for Kestra Investment Services Name: INNOVATIVE RETIREMENT SOLUTIONS POSITION: Owner NATURE: Pass Through INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/04/2025 ADDRESS: 8234 Woodcreek Ct., Swartz Creek MI 48473, United States DESCRIPTION: Oversee financials
CRS (Client Relationship Summary) - RIA
Click below to view Keith Donald Green'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
August 4, 2025 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 104 S. Adelaide Suite F, Fenton, MI 48430RIA
CRD#: 283330
Fenton, MI
Current
August 4, 2025 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 104 S. Adelaide Suite F, Fenton, MI 48430BD
CRD#: 42046
Fenton, MI
Past
October 22, 2010 - August 7, 2025
LPL FINANCIAL LLC
RIA
CRD#: 6413
FENTON, MI
Past
May 21, 2004 - August 7, 2025
LPL FINANCIAL LLC
BD
CRD#: 6413
FENTON, MI
Past
January 28, 1999 - May 26, 2004
WS GRIFFITH SECURITIES, INC.
BD
CRD#: 10410
HARTFORD, CT
Past
May 20, 1996 - December 31, 1998
EQUITAS AMERICA, LLC
BD
CRD#: 39806
FARMINGTON HILLS, MI
Past
July 23, 1991 - May 9, 1996
MARINER FINANCIAL SERVICES, INC.
BD
CRD#: 8292
LARGO, FL
Past
May 31, 1988 - August 14, 1989
GREEN HILL FINANCIAL SERVICE CORPORATION
BD
CRD#: 4882
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
California(8/4/2025)
RR
Colorado(8/4/2025)
RR
Florida(8/4/2025)
RR
Indiana(8/4/2025)
RR
Massachusetts(8/4/2025)
RR
Michigan(8/4/2025)
IAR
Michigan(8/4/2025)
RR
Missouri(8/4/2025)
RR
Ohio(8/4/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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#: 283330Fenton, MI 48430TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
