DP
Dennis L. Page
KESTRA ADVISORY SERVICES
SPRINGFIELD, MO 65804
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CRD#: 2376460
DP
Professional summary
Dennis Leroy Page, ChFC®, CLU®, who also goes by Bud Page, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Springfield, Missouri and KESTRA INVESTMENT SERVICES, LLC located in Springfield, Missouri.
Dennis is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Dennis has worked at 4 firms and has passed the Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Bud Page
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: Financial Solutions Investment Related: No Address: 1355F East Bradford Parkway Springfieldc MO 65804 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance Position, Title or Relationship: Owner Start Date: 5/1/1989 Hours per month: 71% - 80% (113 - 128 hours) Hours per month during trading hours: 61% - 70% (85 - 98 hours) Duties: Maintain client relationships and sell and service insurance products. Business Name: Ozark Mountain Parrotheasds Investment Related: No Address: 5846 S Foxboro Trail Springfield MO 65804 Nature of Business: Community/Charitable/Civic Position, Title or Relationship: President Start Date: 1/1/2013 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Run general meetings, run board meetings,follow up to make sure officers and committees are doing their duties. Business Name: Springfield Business Builders Club Investment Related: No Address: 1355F East Bradford Pkwy Springfield MO 65804 Nature of Business: Other Other/None of the Above I am in charge of orientation of new members Position, Title or Relationship: Member and orientation chairman Start Date: 3/1/1998 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Hold one on one meetings with new members to describe the mechanics of the club. 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: Ozark Mountain Parrot Heads Investment Related: No Address: PO Box 3098 Springfield MO 65808 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.); Other Other/None of the Above Conduct meetings and work with fundraising chairpeople Position, Title or Relationship: President Start Date: 11/28/2017 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Keep in contact with membership and update them on activities. Work with the board of directors to approve plans and activities.
CRS (Client Relationship Summary) - RIA
Click below to view Dennis Leroy Page'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 11, 2016 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 1355-f East Bradford Pkwy, Springfield, MO 65804RIA
CRD#: 283330
SPRINGFIELD, MO
Current
July 24, 1998 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 1355-f East Bradford Pkwy., Springfield, MO 65804BD
CRD#: 42046
Springfield, MO
Past
July 14, 2010 - September 22, 2016
KESTRA INVESTMENT SERVICES, LLC
RIA
CRD#: 42046
SPRINGFIELD, MO
Past
May 9, 1996 - July 20, 1998
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
SPRINGFIELD, MA
Past
August 2, 1993 - May 6, 1996
VOYA FINANCIAL ADVISORS, INC.
BD
CRD#: 2882
WINDSOR, CT
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(6/12/2019)
RR
California(3/5/2024)
RR
Florida(7/28/2005)
RR
Georgia(12/6/2018)
RR
Kansas(7/24/1998)
RR
Minnesota(4/25/2018)
RR
Missouri(7/24/1998)
IAR
Missouri(8/11/2016)
RR
North Carolina(6/21/2013)
RR
Oklahoma(1/24/2022)
RR
Utah(1/10/2024)
RR
Washington(6/9/2021)
Exams
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
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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#: 283330Springfield, MO 65804TRUST BUT VERIFY
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