EK
Elizabeth M. Kampmeinert
KESTRA ADVISORY SERVICES
ST CHARLES, MO 63303
Some features on this profile are disabled
CRD#: 4489646
EK
Professional summary
Elizabeth Marie Kampmeinert, who also goes by Elizabeth M Kampmeinert, Elizabeth Marie Lang, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in St Charles, Missouri and KESTRA INVESTMENT SERVICES, LLC located in St. Charles, Missouri.
Elizabeth is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Elizabeth has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Elizabeth M Kampmeinert | Elizabeth Marie Lang
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: LKL PROPERTIES Investment Related: No Address: 2091 Collier Corporate Parkway St. Charles MO 63303 Nature of Business: Real Estate Position, Title or Relationship: Member Start Date: 4/1/2017 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: 1/3 owner of property, 1/3 responsible for loan on property 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: 11/1/2011 Hours per month: 31% - 40% (49 - 64 hours) Hours per month during trading hours: 41% - 50% (57 - 70 hours) Duties: Provide asset management to clients Business Name: Lang & Associates Financial Group Investment Related: Yes Address: 2091 Collier Corporate Parkway St. Charles MO 63303 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through Kestra Advisory Services, LLC; Tax/Accounting/CPA Position, Title or Relationship: Investment Advisor Representative Start Date: 6/1/2000 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Prepare personal & business tax returns and prepare monthly profit and loss statements for Accounting clients. Securities, wealth management, and insurance salesrofit and loss statements for Accounting clients Business Name: Vantage Credit Union Supervisory Committee Investment Related: Yes Address: 4020 Fee Fee Road Bridgeton MO 63044 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.); Community/Charitable/Civic Volunteer (Non-Leadership Position) Position, Title or Relationship: I would be a volunteer on the Supervisory committee. Start Date: 4/30/2018 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: The supervisory committee meets monthly and reviews the audit reports that the outside CPA prepares for the credit union. I would assist with the reviews of the audit reports Business Name: ST. ELIZABETH ANN SETON CATHOLIC CHURCH POSI: Finance Committee member NOB: Board position (Board of Directors, Board of Trustees, etc.) INV REL: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: 2 Seton Ct, St Charles MO 63303 DESC: As a committee member, I attend quarterly meetings where we review quarterly financial reports. Annually we review the budget for the upcoming year. As a committee we look for areas to improve the financial health of the parish and act as a sounding board for the pastor on large financial decisions.
CRS (Client Relationship Summary) - RIA
Click below to view Elizabeth Marie Kampmeinert'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
October 12, 2017 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 2091 Collier Corporate Parkway, St Charles, MO 63303RIA
CRD#: 283330
ST CHARLES, MO
Current
October 12, 2017 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 2091 Collier Corporate Parkway, St. Charles, MO 63303BD
CRD#: 42046
St. Charles, MO
Past
November 6, 2007 - October 12, 2017
NATIONAL PLANNING CORPORATION
RIA
CRD#: 29604
ST CHARLES, MO
Past
October 29, 2007 - October 12, 2017
NATIONAL PLANNING CORPORATION
BD
CRD#: 29604
ST CHARLES, MO
Past
June 1, 2006 - November 6, 2007
AMERICAN GENERAL SECURITIES INCORPORATED
RIA
CRD#: 13626
FLORISSANT, MO
Past
October 1, 2002 - November 6, 2007
AMERICAN GENERAL SECURITIES INCORPORATED
BD
CRD#: 13626
FLORISSANT, MO
Past
July 10, 2002 - October 1, 2002
AMERICAN GENERAL EQUITY SERVICES CORPORATION
BD
CRD#: 5435
HOUSTON, 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
Alabama(6/14/2021)
RR
Arizona(10/12/2017)
RR
Arkansas(3/23/2022)
RR
Florida(10/12/2017)
RR
Georgia(10/12/2017)
RR
Illinois(10/12/2017)
RR
Iowa(3/5/2018)
RR
Michigan(10/12/2017)
RR
Missouri(10/12/2017)
IAR
Missouri(10/12/2017)
RR
New Jersey(7/5/2019)
RR
North Carolina(6/16/2025)
RR
Oklahoma(1/9/2025)
RR
Texas(10/12/2017)
IAR
Texas(10/12/2017)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product 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
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#: 283330St Charles, MO 63303TRUST BUT VERIFY
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