JS
Jeffrey A. Stensland
KESTRA ADVISORY SERVICES
Wheaton, IL
Some features on this profile are disabled
CRD#: 2147861
JS
Professional summary
Jeffrey Arthur Stensland is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Wheaton, Illinois and KESTRA INVESTMENT SERVICES, LLC located in Wheaton, Illinois.
Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1991. Jeffrey has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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: Bensman Wealth Management INV REL: Yes Address: 2333 Waukegan Road, Suite 275 Bannockburn IL 60015 NOB: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance POS: I have no title Start Date: 12/18/2020 Hrs/mth: 145-160 Hrs/mth dur trdg hrs: 127-140 Duties: Serving clients with wealth advisory and investment and insurance services Name: Kestra Advisory Services, LLC INV REL: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 NOB: Investment Advisory services through Kestra Advisory Services, LLC POS: Investment Advisor Representative Start Date: 4/4/2016 Hrs/mth: Up to 100% Hrs/mth dur trdg hrs: Up to 100% Duties: Investment advisory services Name: AFS Group Ltd. INV REL: No Address: 2333 Waukegan Road Suite 240 Bannockburn IL 60015 NOB: Other Back Office Operations POS: President Start Date: 1/27/2005 Hrs/mth: 0-16 Hrs/mth dur trdg hrs: 0-14 Duties: administrative Name: William Blair & Company INV REL: Yes Address: 222 W. Adams St Chicago IL 60606 NOB: Insurance POS: Advisor/insurance producer Start Date: 4/21/2005 Hrs/mth: 17-32 Hrs/mth dur trdg hrs: 29-42 Duties: Assist William Blair's clients with insurance planning needs. Name: Disability Resource Group (DRG) INV REL: No Address: 2625 W. Peterson Avenue Chicago IL 60659 NOB: Insurance Title: Insurance Producer Start Date: 4/21/2003 Hrs/mth: 0-16 Hrs/mth dur trdg hrs: 0-14 Duties: Insurance Producer Name: Associated Agencies INV REL: No Address: 1701 Golf Road Suite 700 Rolling Meadows IL 60008 NOB: Insurance Title: Insurance producer Start Date: 4/21/1998 Hrs/mth: 0-16 Hrs/mth dur trdg hrs: 0-14 Duties: refer commercial insurance opportunities Name: K & A Insurance Sesrvices INV REL: No Address: 1754 N. Washington Naperville IL 60563 NOB: Insurance Title: Insurance producer, Receive commissions on placement of individual health insurance Start Date: 4/21/2001 Hrs/mth: 0-16 Hrs/mth dur trdg hrs: 0-14 Duties: Introduce client to K&A Name: Bensman Risk Management INV REL: No Address: 2333 Waukegan Road Suite 275 Bannockburn IL 60015 NOB: Insurance Title: Insurance Producer Start Date: 5/1/1991 Hrs/mth: 0-16 Hrs/mth dur trdg hrs: 0-14 Duties: refer personal lines and commercial property and casualty opportunities Name: Security National Bank INV REL: No Address: 1120 S. 101st Street Omaha NE 68124 NOB: Insurance Title: Advisor/insurance producer Start Date: 6/12/2012 Hrs/mth: 17-32 Hrs/mth dur trdg hrs: 15-28 Duties: assist bank's clients with insurance planning needs Name: STENSLAND FINANCIAL GROUP, LTD LTD. POS: President of solely owned S-Corp NOB: Insurance INV REL: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 12/17/2015 ADDRESS: 340 Beechwood Court, Wheaton IL 60189 DESC: Duties as registered representative and financial advisor. S-Corp exists as a flow-through entity for income tax reporting purposes Name: COASTLINE WEALTH MANAGEMENT POSITION: Broker NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 11/07/2024 ADDRESS: 340 Beechwood Court, Wheaton IL 60189, United States DESCRIPTION: Referrals for the above referenced activities
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Arthur Stensland'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®
NoneExperience
Current
April 19, 2016 - Present
KESTRA ADVISORY SERVICES, LLC
RIA
CRD#: 283330
Wheaton, IL
Current
November 25, 2003 - Present
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
Wheaton, IL
Past
November 25, 2003 - September 22, 2016
KESTRA INVESTMENT SERVICES, LLC
RIA
CRD#: 42046
BANNOCKBURN, IL
Past
October 16, 1997 - November 25, 2003
VERAVEST INVESTMENT ADVISORS, INC.
RIA
CRD#: 105796
DES PLAINES, IL
Past
June 10, 1991 - November 25, 2003
VERAVEST INVESTMENTS, INC.
BD
CRD#: 3960
WORCESTER, MA
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(11/25/2003)
RR
California(11/25/2003)
RR
Colorado(11/9/2010)
RR
Connecticut(9/4/2013)
RR
Florida(11/25/2003)
RR
Georgia(4/5/2011)
RR
Illinois(11/25/2003)
IAR
Illinois(4/19/2016)
RR
Indiana(11/25/2003)
RR
Iowa(8/29/2013)
RR
Massachusetts(11/25/2003)
RR
Michigan(11/25/2003)
RR
Minnesota(5/28/2013)
RR
Missouri(11/25/2003)
RR
Nebraska(7/18/2008)
RR
Nevada(1/25/2022)
RR
New Jersey(11/25/2003)
RR
New Mexico(4/14/2025)
RR
New York(11/25/2003)
RR
North Carolina(9/2/2004)
RR
Ohio(11/25/2003)
RR
Pennsylvania(2/24/2005)
RR
South Carolina(12/1/2015)
RR
Tennessee(3/7/2024)
RR
Texas(12/4/2012)
RR
Virginia(11/25/2003)
RR
Wisconsin(11/25/2003)
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
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.
