KM
Kenneth A. Matney
KESTRA ADVISORY SERVICES
Round Rock, TX 78665
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CRD#: 2485645
KM
Professional summary
Kenneth Alan Matney is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Round Rock, Texas and KESTRA INVESTMENT SERVICES, LLC located in Round Rock, Texas.
Kenneth is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Kenneth has worked at 4 firms and has passed the Series 66, 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: MATNEY WEALTH MANAGEMENT POSITION: financial advisor/owner NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 07/03/2024 ADDRESS: 1101 Satellite view Ste 102, Round Rock TX 78665 DESCRIPTION: registered rep activities/owner/financial planning Business Name: KESTRA ADVISORY SERVICES LLC POSITION: iar NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 07/03/2024 ADDRESS: 5707 southwest parkway building 2 ste 400, austin TX 78735 DESCRIPTION: wealth management/asset allocation
CRS (Client Relationship Summary) - RIA
Click below to view Kenneth Alan Matney'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
July 2, 2024 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 1101 Satellite View Suite 102, Round Rock, TX 78665RIA
CRD#: 283330
Round Rock, TX
Current
July 2, 2024 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 1101 Satellite View Suite 102, Round Rock, TX 78665BD
CRD#: 42046
Round Rock, TX
Past
April 26, 2016 - July 8, 2024
EDWARD JONES
RIA
CRD#: 250
ROUND ROCK, TX
Past
April 25, 2016 - July 8, 2024
EDWARD JONES
BD
CRD#: 250
ROUND ROCK, TX
Past
May 20, 2015 - July 30, 2015
VOYA FINANCIAL ADVISORS, INC.
BD
CRD#: 2882
GEORGETOWN, TX
Past
April 20, 2010 - September 11, 2012
EDWARD JONES
RIA
CRD#: 250
AUSTIN, TX
Past
April 5, 2010 - September 11, 2012
EDWARD JONES
BD
CRD#: 250
AUSTIN, TX
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(7/2/2024)
RR
California(7/2/2024)
RR
Colorado(7/2/2024)
RR
Florida(7/2/2024)
RR
Georgia(7/2/2024)
RR
Idaho(7/2/2024)
RR
Iowa(7/2/2024)
RR
Louisiana(7/2/2024)
RR
Michigan(7/2/2024)
RR
Minnesota(7/2/2024)
RR
Mississippi(7/2/2024)
RR
Montana(7/2/2024)
RR
Nevada(7/2/2024)
RR
New Mexico(7/2/2024)
RR
North Carolina(7/16/2024)
RR
Oklahoma(7/2/2024)
RR
South Dakota(7/2/2024)
RR
Texas(7/2/2024)
IAR
Texas(7/2/2024)
RR
Utah(7/2/2024)
RR
Virginia(7/2/2024)
RR
Washington(9/18/2025)
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#: 283330Round Rock, TX 78665TRUST BUT VERIFY
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