PN
Paul S. Nadell
KESTRA ADVISORY SERVICES
Meridian, ID
Some features on this profile are disabled
CRD#: 2223610
PN
Professional summary
Paul Scott Nadell is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Meridian, Idaho and KESTRA INVESTMENT SERVICES, LLC located in Meridian, Idaho.
Paul is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Paul has worked at 5 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.
Business Name: INVESTMENT PLANNING ASSOCIATES Investment Related: Yes Address: 20 SOUTH SANTA CRUZ AVE. SUITE 300 LOS GATOS CA 95030 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Owner Start Date: 1/1/1991 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Oversee ongoing operations to keep business open and in good standing Business Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative Start Date: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory services Business Name: Bushwacker Landscaping LLC Investment Related: No Address: 3792 E. Fratello Street Meridian ID 83642 Nature of Business: Other Other/None of the Above Maintenance of residential outside yard and installation of same Position, Title or Relationship: President - executive office functions Start Date: 7/23/2020 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Accounting Business Name: Possible names Live a planned life, A life well planned Investment Related: No Address: 3792 E. Fratello Street Meridian ID 83642 Nature of Business: Other Other/None of the Above Author, personal development, life coaching Position, Title or Relationship: Owner, Author, Coach Start Date: 8/31/2021 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Content development, marketing, coaching Business Name: THE FIVE-MINUTE ADVISOR POSITION: Owner NATURE: Financial Publishing INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 01/25/2023 ADDRESS: 3792 E. Fratello Street, Meridian ID 83642, United States DESCRIPTION: Course content creation, authorship and publisher.
CRS (Client Relationship Summary) - RIA
Click below to view Paul Scott Nadell'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 18, 2016 - Present
KESTRA ADVISORY SERVICES, LLC
Office #2: 3597 E. Monarch Sky Lane Suite F-240, Meridian, ID 83646RIA
CRD#: 283330
Meridian, ID
Current
October 6, 2004 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 3597 E. Monarch Sky Lane Suite F-240, Meridian, ID 83646BD
CRD#: 42046
Meridian, ID
Past
October 15, 2004 - September 22, 2016
KESTRA INVESTMENT SERVICES, LLC
RIA
CRD#: 42046
SAN JOSE, CA
Past
December 10, 2001 - January 12, 2011
INVESTMENT PLANNING ASSOCIATES
RIA
CRD#: 136367
CAMBELL, CA
Past
March 31, 1999 - October 12, 2004
MUTUAL SERVICE CORPORATION
BD
CRD#: 4806
BOSTON, MA
Past
March 30, 1992 - March 31, 1999
TITAN/VALUE EQUITIES GROUP, INC.
BD
CRD#: 6359
IRVINE, CA
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(10/6/2004)
RR
California(10/6/2004)
RR
Colorado(10/6/2004)
RR
Hawaii(11/1/2021)
RR
Idaho(1/31/2020)
IAR
Idaho(2/3/2020)
RR
Minnesota(2/4/2014)
RR
Nevada(10/6/2004)
RR
New Jersey(4/30/2014)
RR
North Carolina(10/6/2004)
RR
Texas(7/24/2013)
RR
Washington(10/6/2004)
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.
