SB
Stephen N. Bouslog
KESTRA ADVISORY SERVICES
Princeton, IL 61356
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CRD#: 4426156
SB
Professional summary
Stephen Nye Bouslog, who also goes by Steve Bouslog, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Princeton, Illinois and KESTRA INVESTMENT SERVICES, LLC located in Princeton, Illinois.
Stephen is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Stephen has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Steve Bouslog
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, LLC Investment Related: Yes Address: 5707 Southwest Parkway, Bldg 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: 8/24/2017 HR per month: 31% - 40% (49 - 64 HR) HR per month during trading HR: 31% - 40% (43 - 56 HR) Duties: Investment Advisor Representative Name: Rental property Investment Related: Yes Address: 1245 N Sixth St Princeton IL 61356 Nature of Business: Real Estate Position, Title or Relationship: Owner Start Date: 8/1/2015 HR per month: 0% - 10% (0 - 16 HR) HR per month during trading HR: 0% - 10% (0 - 14 HR) Duties: Secure rental income, pay expenses Name: Bureau County Historical Society Investment Related: No Address: 109 Park Ave West Princeton IL 61356 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.) Position, Title or Relationship: Board member Start Date: 12/1/2015 HR per month: 0% - 10% (0 - 16 HR) HR per month during trading HR: 0% - 10% (0 - 14 HR) Duties: Attend monthly board meetings and periodic committee meetings Name: CAMS Real Estate, Inc. Investment Related: Yes Address: 707 Bryant Circle Dr. Princeton IL 61356 Nature of Business: Real Estate Position, Title or Relationship: President Start Date: 2/1/2015 HR per month: 11% - 20% (17 - 32 HR) HR per month during trading HR: 0% - 10% (0 - 14 HR) Duties: Oversee property activity, rental income, and expenses. Name: Illinois Valley Financial Advisors LLC dba KB Elliott Financial Advisors. Investment Related: Yes Address: 306 Backbone Rd East, Ste. 1 Princeton IL 63156 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Owner, Manager Start Date: 2/1/2015 HR per month: 100%+ (More than 160 HR) HR per month during trading HR: 91% - 100% (127 - 140 HR) Duties: Conduct appropriate business activities and make business-related activity decisions. Name: PRINCETON ROTARY CLUB POSITION: Club President NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No # OF HOURS: 16 SECURITIES TRADING HOURS: 7 START DATE: 07/01/2025 ADDRESS: 317 S. Main, Princeton IL 61356, United States DESCRIPTION: Serve as leader of the Board of Directors. Participate is community activities, attend weekly meetings, serve of various committees.
CRS (Client Relationship Summary) - RIA
Click below to view Stephen Nye Bouslog'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
September 7, 2017 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 306 Backbone Rd East Suite 1, Princeton, IL 61356RIA
CRD#: 283330
Princeton, IL
Current
August 23, 2017 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 306 Backbone Rd. East Suite 1, Princeton, IL 61356BD
CRD#: 42046
Princeton, IL
Past
March 24, 2015 - August 23, 2017
WFG ADVISORS, LP
RIA
CRD#: 125073
PRINCETON, IL
Past
March 13, 2015 - August 23, 2017
WFG INVESTMENTS, INC.
BD
CRD#: 22704
Princeton, IL
Past
April 30, 2013 - April 1, 2015
LPL FINANCIAL LLC
RIA
CRD#: 6413
PRINCETON, IL
Past
April 30, 2013 - April 1, 2015
LPL FINANCIAL LLC
BD
CRD#: 6413
PRINCETON, IL
Past
May 5, 2006 - April 30, 2013
CETERA INVESTMENT SERVICES LLC
RIA
CRD#: 15340
PRINCETON, IL
Past
September 6, 2001 - April 30, 2013
CETERA INVESTMENT SERVICES LLC
BD
CRD#: 15340
PRINCETON, IL
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(8/23/2017)
RR
California(8/23/2017)
RR
Florida(8/23/2017)
RR
Illinois(9/7/2017)
IAR
Illinois(9/7/2017)
RR
Indiana(10/10/2018)
RR
Iowa(8/23/2017)
RR
North Carolina(8/23/2017)
RR
South Carolina(8/23/2017)
RR
Tennessee(1/10/2025)
RR
Texas(1/28/2021)
RR
Wisconsin(8/23/2017)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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
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.
