BF
Bradford S. Fitts
KESTRA ADVISORY SERVICES
Wichita, KS 67206
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CRD#: 2208841
BF
Professional summary
Bradford Stewart Fitts, ChFC® is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Wichita, Kansas and KESTRA INVESTMENT SERVICES, LLC located in Wichita, Kansas.
Bradford is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Bradford has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 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.
Business Name: Fitts Financial Strategies, LLC Investment Related: Yes Address: 8080 E Central, Suite 200 Wichita KS 67206 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance Position, Title or Relationship: Financial Advisor Chartered Financial Consultant Start Date: 2/9/2018 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Will conduct the activities of a investment and financial advisor including financial planning services, portfolio management, and investment sales. Business Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Financial Advisor Chartered Financial Consultant Start Date: 2/9/2018 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Will conduct the activities of a investment and financial advisor including financial planning services, portfolio management, and investment sales. Business Name: Fortis Advisors Investment Related: Yes Address: 8080 E. Central, Suite 200 Wichita KS 67206 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Financial Advisor Start Date: 9/16/2019 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment Advice, Financial Planning, Portfolio Management Business Name: FORTIS ADVISORS LLC POSITION: Member NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/25/2021 ADDRESS: 8080 E Central, Ste 200, Wichita KS 67206 DESCRIPTION: LLC was created solely for the purpose of Accounts Payable, payroll and vendor contracts (phone, internet, ect) Business Name: SABRE WEALTH POSITION: Financial Advisor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/02/2023 ADDRESS: 1223 N. Rock Road, Building G Suite 300, Wichita KS 67206 DESCRIPTION: General duties of an independent financial advisor. Business Name: WICHITA FESTIVALS INC POSITION: Board Member NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/18/2023 ADDRESS: 444 E. William, Wichita KS 67202 DESCRIPTION: Attend Board meetings and vote on items brought before the board. Position is by invitation/election and in unpaid.
CRS (Client Relationship Summary) - RIA
Click below to view Bradford Stewart Fitts'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
February 9, 2018 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 1223 North Rock Rd Suite G300, Wichita, KS 67206RIA
CRD#: 283330
Wichita, KS
Current
February 9, 2018 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 1223 North Rock Rd Suite G300, Wichita, KS 67206BD
CRD#: 42046
Wichita, KS
Past
June 27, 2001 - February 15, 2018
STIFEL INDEPENDENT ADVISORS, LLC
RIA
CRD#: 28218
WICHITA, KS
Past
June 8, 2001 - February 15, 2018
STIFEL INDEPENDENT ADVISORS, LLC
BD
CRD#: 28218
WICHITA, KS
Past
April 18, 1996 - June 8, 2001
GOLD CAPITAL MANAGEMENT INC.
BD
CRD#: 7036
OVERLAND PARK, KS
Past
July 25, 1994 - April 22, 1996
BANC IV INVESTMENTS, INC.
BD
CRD#: 36169
Past
June 23, 1993 - July 19, 1994
H & R BLOCK FINANCIAL CORPORATION
BD
CRD#: 14650
DETROIT, MI
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
Arkansas(1/16/2021)
RR
California(2/9/2018)
RR
Colorado(2/9/2018)
RR
Florida(11/1/2018)
RR
Georgia(2/9/2018)
RR
Indiana(8/12/2024)
RR
Kansas(2/9/2018)
IAR
Kansas(2/9/2018)
RR
Missouri(2/9/2018)
RR
Nebraska(1/15/2025)
RR
Nevada(10/4/2024)
RR
New Mexico(5/22/2020)
RR
New York(2/9/2018)
RR
North Carolina(4/16/2021)
RR
Oklahoma(2/9/2018)
RR
Pennsylvania(2/9/2018)
RR
South Carolina(1/2/2019)
RR
Texas(1/9/2019)
IAR
Texas(10/27/2023)
Exams
State Security Law Exam
State Security Law 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.
Company Information
KESTRA ADVISORY SERVICES, LLC
CRD#: 283330Wichita, KS 67206TRUST BUT VERIFY
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