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KM

Kerry L. Mcmanus

Some features on this profile are disabled
CRD#: 4012566
KM

Professional summary

Being a previously registered professional could mean that this person 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.

Kerry Lynn Mcmanus, who also goes by Kerry Lynn Beard, Kerry Lynn Donaldson, was a registered financial professional .

Kerry is a previously registered financial professional and started their career in finance in 1999. Kerry had worked at 7 firms and has passed the Series 65, Series 63 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Kerry Lynn Beard | Kerry Lynn Donaldson

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

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

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

Past

February 5, 2010 - July 11, 2012

QUESTAR ASSET MANAGEMENT, INC.

RIA
CRD#: 133358
MINNEAPOLIS, MN
Past

February 5, 2010 - July 11, 2012

QUESTAR CAPITAL CORPORATION

BD
CRD#: 43100
SPRINGFIELD, MO
Past

September 25, 2007 - February 22, 2010

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

RIA
CRD#: 611
SPRINGFIELD, MO
Past

June 18, 2007 - February 22, 2010

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

BD
CRD#: 611
SPRINGFIELD, MO
Past

January 12, 2005 - April 27, 2007

UVEST FINANCIAL SERVICES GROUP, INC.

RIA
CRD#: 13787
CHICAGO, IL
Past

January 10, 2005 - April 27, 2007

UVEST FINANCIAL SERVICES GROUP, INC.

BD
CRD#: 13787
CHICAGO, IL
Past

April 27, 2004 - January 3, 2005

AFS BROKERAGE, INC.

BD
CRD#: 25924
AUSTIN, TX
Past

April 17, 2001 - November 3, 2003

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
SPRINGFIELD, MO
Past

January 16, 2001 - November 3, 2003

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

September 22, 1999 - December 1, 2000

SECURITIES SERVICE NETWORK, LLC

BD
CRD#: 13318
KNOXVILLE, TN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 1/30/2001
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 11/8/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 9/17/1999
General Securities Representative Examination

Current Firm

QA
QUESTAR ASSET MANAGEMENT, INC.
QUESTAR ASSET MANAGEMENT, INC.

CRD#: 133358 / SEC#: 801-63747

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Contact information

Main Address
5701 Golden Hills Drive, Minneapolis, MN 55416
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents

Latest Form ADV

Part 2 Brochures

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

QUESTAR ASSET MANAGEMENT, INC.

CRD#: 133358

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