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David Alan Krasnow

CRD# 2293586·Registered 1994 - 2021
Previously Registered: Being a previously registered professional could mean that David is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

David Alan Krasnow was a registered financial advisor. David was a previously registered financial professional and started their career in finance 1994 - 2021. David had worked at 12 firms and has passed the Series 63, SIE and Series 6 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

32 years in the financial services industry

Current & Past Employments

KESTRA ADVISORY SERVICES, LLC·CRD# 283330
RIA
Cleveland, OH
March 12, 2021 - March 22, 2021
KESTRA INVESTMENT SERVICES, LLC·CRD# 42046
BD
Aliso Viejo, CA
March 11, 2021 - April 16, 2025
WEALTHSPIRE RETIREMENT ADVISORY·CRD# 121254
RIA
Cleveland, OH
January 4, 2021 - April 9, 2025
INDEPENDENT FINANCIAL GROUP, LLC·CRD# 7717
RIA
Cleveland, OH
July 25, 2014 - January 5, 2021
INDEPENDENT FINANCIAL GROUP, LLC·CRD# 7717
BD
Cleveland, OH
July 21, 2014 - January 5, 2021
FINANCIAL TELESIS INC·CRD# 31012
BD
Beechwood, OH
March 2, 2007 - July 22, 2014
ADVISEME NATIONAL ADVISORS·CRD# 141129
RIA
Cleveland, OH
December 8, 2006 - July 23, 2021
VALMARK ADVISERS, INC.·CRD# 108050
RIA
Beachwood, OH
February 5, 2001 - March 1, 2007
VALMARK SECURITIES, INC.·CRD# 31243
BD
Beachwood, OH
August 17, 2000 - March 1, 2007
LIFEMARK SECURITIES CORP.·CRD# 16204
BD
Rochester, NY
December 20, 1999 - August 14, 2000
KEYBANC CAPITAL MARKETS INC.·CRD# 566
BD
Cleveland, OH
October 20, 1999 - December 7, 1999
ONE ORCHARD EQUITIES, INC.·CRD# 42124
BD
Greenwood Village, CO
January 3, 1997 - November 19, 1997
THE GREAT-WEST LIFE ASSURANCE COMPANY·CRD# 5927
BD
Englewood, CO
March 30, 1994 - January 3, 1997

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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 - SEC (12/31/1998 Approved)

Contact Information

Main Address

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735

Phone Number

(844) 553-7872

# of Employees

1,359

SEC notice filing (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

KESTRA ADVISORY SERVICES, LLC BROCHURE (RETAIL CLIENTS) (9/22/2026)

Regulatory Assets Under Management

Total Number of Accounts

192,439

AUM (Assets Under Management)

$79,798,091,767

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
12/01/2025Cover PageReport
12/23/2024Cover PageReport
10/20/2023Cover PageReport

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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: Silver Lion, Student Loan Advisors Investment Related: No Address: 28601 Chagrin Blvd., Suite 550 Beachwood OH 44122 Nature of Business: Other Back Office Operations Position, Title or Relationship: CEO Start Date: 1/1/2018 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Help with student loan consolidation services. Selling Student Services to companies and individuals.Business Name: Thrive: Flexible Matching Program Investment Related: No Address: 28601 Chagrin Blvd., Suite 550 Beachwood OH 44122 Nature of Business: Other Other/None of the Above Flexible Matching Program Position, Title or Relationship: CEO Start Date: 1/1/2018 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: This is a flexible matching program that allows employers to put match in an account and employee can have funds sent to pay student loans, 529 plans, and a Emergency Savings PlanBusiness Name: NFP Investment Related: Yes Address: 28601 Chagrin Blvd, Suite 550 Beachwood OH 44122 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name Position, Title or Relationship: Sr. Vice Presdient Start Date: 1/1/2021 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Retirement Plan Financial AdvisorBusiness Name: Beachwood High School - Basketball Coach Investment Related: No Address: 25100 Fairmount Blvd Beachwood OH 44122 Nature of Business: Other Other/None of the Above High School Basketball Coach Position, Title or Relationship: Coach Start Date: 7/1/2019 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Head Boys basketball coach

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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 - SEC (12/31/1998 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Jun 1997About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Mar 1994About the Series 6 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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