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Michael Paul Mcmeans

Michael Paul Mcmeans

CFP®
KESTRA ADVISORY SERVICES
Columbus, OH
·CRD# 5335444·19 years experience

Professional Summary

Michael Paul Mcmeans, CFP®, who also goes by Michael Paul Roberts, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Columbus, Ohio and KESTRA INVESTMENT SERVICES, LLC located in Columbus, Ohio. Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Michael has worked at 9 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Michael Paul Roberts

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Credentials

CFP®
Certified Financial PlannerSince 2014

Years of Experience

19 years in the financial services industry

Current & Past Employments

KESTRA ADVISORY SERVICES, LLC·CRD# 283330
RIA
1880 Mackenzie Drive Suite 102, Columbus, OH 43220
March 11, 2025 - Present
KESTRA INVESTMENT SERVICES, LLC·CRD# 42046
BD
1880 Mackenzie Dr Suite 102, Columbus, OH 43220
March 11, 2025 - Present
OSAIC WEALTH, INC.·CRD# 23131
RIA
Columbus, OH
June 14, 2024 - March 14, 2025
OSAIC WEALTH, INC.·CRD# 23131
BD
Columbus, OH
June 14, 2024 - March 14, 2025
SECURITIES AMERICA ADVISORS, INC.·CRD# 110518
RIA
Columbus, OH
September 18, 2020 - June 14, 2024
SECURITIES AMERICA, INC.·CRD# 10205
BD
Columbus, OH
September 18, 2020 - June 14, 2024
SSN ADVISORY, INC.·CRD# 126090
RIA
Columbus, OH
March 1, 2019 - September 18, 2020
SECURITIES SERVICE NETWORK, LLC·CRD# 13318
BD
Columbus, OH
March 1, 2019 - September 18, 2020
OSAIC INSTITUTIONS, INC.·CRD# 35371
RIA
Columbus, OH
June 14, 2010 - March 1, 2019
OSAIC INSTITUTIONS, INC.·CRD# 35371
BD
Columbus, OH
June 11, 2010 - March 1, 2019
EDWARD JONES·CRD# 250
RIA
Westerville, OH
July 26, 2007 - June 15, 2010
EDWARD JONES·CRD# 250
BD
Westerville, OH
June 28, 2007 - June 15, 2010

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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 - SEC (12/31/1998 Approved)

Contact Information

Main Address

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735

Phone Number

(844) 553-7872

# of Employees

1,359

SEC notice filing (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

KESTRA ADVISORY SERVICES, LLC BROCHURE (RETAIL CLIENTS) (9/22/2026)

Regulatory Assets Under Management

Total Number of Accounts

192,439

AUM (Assets Under Management)

$79,798,091,767

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
12/01/2025Cover PageReport
12/23/2024Cover PageReport
10/20/2023Cover PageReport

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

Bus 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: 03/05/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Bus Name: SILVERLING FINANCIAL POSITION: President/Owner NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes, # OF HOURS: 40 SECURITIES TRADING HOURS: 32 START DATE: 03/05/2025 ADDRESS: 1880 Mackenzie Drive, Suite 102, Columbus OH 43220, United States DESCRIPTION: Solution for RIA through Kestra Bus Name: FRANKLIN COUNTY REPUBLICAN CENTRAL COMMITTEE POSITION: Central Committee Member NATURE: Political INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2024 ADDRESS: 1561 Old Leonard Avenue, Columbus OH 43219, United States DESCRIPTION: Show up for meetings quarterly and vote for or against candidates and issues pertaining to the county (Franklin) Bus Name: THE GREATER WORTHINGTON AREA REAL ESTATE ASSOCIATION POSITION: Member NATURE: Marketing INVESTMENT RELATED: No # OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2019 ADDRESS: 7800 Olentangy River Road, Columbus OH 43235, United States DESCRIPTION: attend meetings 1-2 times a month Bus Name: HIGHLAND CAPITAL BROKERAGE POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 01/01/2011 ADDRESS: 3535 Grandview Parkway, Suite 500, Birmingham AL 35243, United States DESCRIPTION: Use Highland to help shop and price the insurance marketplace and send non-variable business through their enterprise Bus Name: CENTRAL OHIO FINANCIAL PLANNING ASSOCIATION POSITION: Partnerships Director, Board Member NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: Yes # OF HOURS: 3 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2020 ADDRESS: 2001 Crocker Road, Suite 510, Westlake OH 44145, United States DESCRIPTION: Interact with wholesalers and those who may be interested in supporting the organization to participate in monthly meetings and events Bus Name: CENTRAL OHIO BUSINESS BUILDERS (COBB) POSITION: Member NATURE: Networking INVESTMENT RELATED: No # OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 09/21/2020 ADDRESS: 272 East Schrock Road, Westerville OH 43081, United States DESCRIPTION: attend weekly meetings as part of membership Bus Name: OHIO COMMERCIAL REAL ESTATE EXCHANGORS (OCREE) POSITION: Affiliate Member NATURE: Networking INVESTMENT RELATED: No # OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 08/01/2022 ADDRESS: P.O. Box 48, Louisville OH 43071, United States DESCRIPTION: Attend twice monthly Bus Name: M&T INVESTMENTS CORP LLC POSITION: Owner/President NATURE: Real Estate INVESTMENT RELATED: Yes, # OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2018 ADDRESS: 3850 Smiley Road, Hilliard OH 43026, United States DESCRIPTION: The purchase, sale, management and acquisition of real estate solely or in partnership; no assets held at this time Bus Name: FINANCIAL PLANNING ASSOCIATION POSITION: Task Force Chair NATURE: Trade Organization INVESTMENT RELATED: Yes, # OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2021 ADDRESS: 1290 Broadway, Suite 1625, Denver CO 80203, United States DESCRIPTION: Help out through leading events development group for National Association Bus Name: MCMEANS FOR TRUSTEE POSITION: Trustee/Candidate NATURE: Township Trustee INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 5 START DATE: 08/18/2025 ADDRESS: 3850 Smiley Road, Hilliard OH 43026, United States DESCRIPTION: Run the campaign and manage donations as well as manage website and communications pertaining to township matters.

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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 - SEC (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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Alabama
(3/11/2025)
RR
Arizona
(3/11/2025)
RR
California
(3/11/2025)
RR
Colorado
(3/11/2025)
RR
Florida
(3/11/2025)
RR
Illinois
(3/11/2025)
RR
Indiana
(3/11/2025)
RR
Kentucky
(3/11/2025)
RR
Louisiana
(3/11/2025)
RR
Michigan
(3/11/2025)
RR
Minnesota
(3/11/2025)
RR
Montana
(3/11/2025)
RR
New Mexico
(3/11/2025)
RR
North Carolina
(3/13/2025)
RR
Ohio
(3/11/2025)
IAR
Ohio
(3/14/2025)
RR
Oregon
(3/11/2025)
RR
South Carolina
(3/11/2025)
RR
Texas
(3/11/2025)
IAR
Texas
(3/11/2025)
RR
Utah
(3/11/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Jul 2007About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jun 2007About the Series 7 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Michael Paul Mcmeans's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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Michael Paul Mcmeans
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