Michael P. Mcmeans
KESTRA ADVISORY SERVICES
Columbus, OH 43220
Some features on this profile are disabled
CRD#: 5335444
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.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Michael Paul Roberts
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.
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.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Paul Mcmeans'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®
CFP®
Start date: 2014
Experience
Current
March 11, 2025 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 1880 Mackenzie Drive Suite #100, Columbus, OH 43220RIA
CRD#: 283330
Columbus, OH
Current
March 11, 2025 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 1880 Mackenzie Dr Suite 102, Columbus, OH 43220BD
CRD#: 42046
COLUMBUS, OH
Past
June 14, 2024 - March 14, 2025
OSAIC WEALTH, INC.
RIA
CRD#: 23131
Columbus, OH
Past
June 14, 2024 - March 14, 2025
OSAIC WEALTH, INC.
BD
CRD#: 23131
Columbus, OH
Past
September 18, 2020 - June 14, 2024
SECURITIES AMERICA ADVISORS, INC.
RIA
CRD#: 110518
COLUMBUS, OH
Past
September 18, 2020 - June 14, 2024
SECURITIES AMERICA, INC.
BD
CRD#: 10205
Columbus, OH
Past
March 1, 2019 - September 18, 2020
SSN ADVISORY, INC.
RIA
CRD#: 126090
Columbus, OH
Past
March 1, 2019 - September 18, 2020
SECURITIES SERVICE NETWORK, LLC
BD
CRD#: 13318
Columbus, OH
Past
June 14, 2010 - March 1, 2019
OSAIC INSTITUTIONS, INC.
RIA
CRD#: 35371
Columbus, OH
Past
June 11, 2010 - March 1, 2019
OSAIC INSTITUTIONS, INC.
BD
CRD#: 35371
Columbus, OH
Past
July 26, 2007 - June 15, 2010
EDWARD JONES
RIA
CRD#: 250
WESTERVILLE, OH
Past
June 28, 2007 - June 15, 2010
EDWARD JONES
BD
CRD#: 250
WESTERVILLE, OH
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(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)
Exams
State Security Law 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.
