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JT

Jeffrey C. Tiber

KESTRA ADVISORY SERVICES
New Brighton, MN 55112
Some features on this profile are disabled
CRD#: 3093540
JT

Professional summary


Jeffrey Craig Tiber is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in New Brighton, Minnesota and KESTRA INVESTMENT SERVICES, LLC located in New Brighton, Minnesota.

Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Jeffrey has worked at 5 firms and has passed the Series 66, Series 6TO, SIE and Series 7 exams.

top-8-questions

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.
Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/16/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: NEW CENTURY GROUP, LLC POSITION: Vice President NATURE: Real Estate INVESTMENT RELATED: Yes # OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 08/01/1999 ADDRESS: 9214 Tewsbury Gate N, Maple Grove MN 55311, United States DESCRIPTION: Act as manager of property to collect rent and maintain books and records. Name: NEW CENTURY FINANCIAL GROUP, INC. POSITION: President NATURE: Pass through entity for DBA per phone call with rep. INVESTMENT RELATED: Yes # OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2002 ADDRESS: 9214 Tewsbury Gate N, Maple Grove MN 55311, United States DESCRIPTION: As President, 100% owner will manage expenses for securities related business while affiliated with Kestra. Name: SCHANY GROUP, LLC. POSITION: 4.87% owner NATURE: Real Estate INVESTMENT RELATED: Yes # OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/24/2011 ADDRESS: 22140 Oakdale Drive, Rogers MN 55374, United States DESCRIPTION: Participate with developer (phone calls and meetings) of properties to help navigate the sale of real estate owned by the LLC. Name: SCHANY FAMILY LIMITED PARTNERSHIP POSITION: Limited Partner NATURE: Real Estate INVESTMENT RELATED: Yes # OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/24/2011 ADDRESS: 22140 Oakdale Drive, Rogers MN 55374, United States DESCRIPTION: None Name: SCHANY LLC. POSITION: Manager NATURE: Consulting INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/19/2022 ADDRESS: 22140 Oakdale Drive, Rogers MN 55374, United States DESCRIPTION: Chief Manager/Chief Financial Manager, Schany LLC; private entity created to determine the amount & timing of distributions for familial limited partnership; Less than 1% time spent during business hours; Not conducted at branch; Investment related Name: TREOWTH WEALTH ADVISORS POSITION: Financial Advisor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 140 START DATE: 09/16/2025 ADDRESS: 2483 15th Street NW, STE C, New Brighton MN 55112, United States DESCRIPTION: Information gathering and assisting in the implementation of financial plans with investment recommendation based on goals, risk tolerance and investment objectives. NAME: GLADSTONE GROUP, LLC POSITION: Member NATURE: Real Estate INVESTMENT RELATED: Yes # OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 11/01/2025 ADDRESS: 9214 Tewsbury Gate N, Maple Grove MN 55311, United States DESCRIPTION: Property management and collecting for deposit rental income.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Jeffrey Craig Tiber's CRS (Customer Relationship Summary).
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®
None

Experience


Current

September 16, 2025 - Present

KESTRA ADVISORY SERVICES, LLC

Office #1: 2483 15th Nw Suite C, New Brighton, MN 55112
RIA
CRD#: 283330
New Brighton, MN
Current

September 16, 2025 - Present

KESTRA INVESTMENT SERVICES, LLC

Office #1: 2483 15th St Nw Suite C, New Brighton, MN 55112
BD
CRD#: 42046
New Brighton, MN
Past

January 21, 2014 - September 16, 2025

COMMONWEALTH FINANCIAL NETWORK

RIA
CRD#: 8032
New Brighton, MN
Past

August 22, 2002 - September 16, 2025

COMMONWEALTH FINANCIAL NETWORK

BD
CRD#: 8032
New Brighton, MN
Past

April 1, 2002 - August 27, 2002

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
DALLAS, TX
Past

August 14, 1998 - April 1, 2002

MARQUETTE FINANCIAL GROUP, INC.

BD
CRD#: 345
MINNEAPOLIS, MN

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
California
(9/16/2025)
RR
Colorado
(9/16/2025)
RR
Florida
(9/16/2025)
RR
Minnesota
(9/16/2025)
IAR
Minnesota
(9/16/2025)
RR
Missouri
(9/16/2025)
RR
North Carolina
(9/16/2025)
RR
South Dakota
(9/16/2025)
RR
Wisconsin
(9/16/2025)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 9/10/1998
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 9/16/2025
Investment Company Products/Variable Contracts Representative Examination
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)
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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)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

KESTRA ADVISORY SERVICES, LLC BROCHURE (RETAIL CLIENTS) (10/21/2025)

Regulatory assets under management


Total Number of Accounts155,482
AUM (Assets Under Management)$ 60,174,309,829

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
12/23/2024
Cover Page
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#: 283330New Brighton, MN 55112

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