SG
Steven M. Gehl
KESTRA ADVISORY SERVICES
KALAMZAZOO, MI 49009
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CRD#: 6044741
SG
Steven M GehlKESTRA ADVISORY SERVICES
Professional summary
Steven M Gehl, who also goes by Steven M Gehl Mr., is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Kalamzazoo, Michigan and KESTRA INVESTMENT SERVICES, LLC located in Kalamazoo, Michigan.
Steven is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Steven has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Aliases
Steven M Gehl Mr.
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: The Wiser Financial Group Investment Related: Yes Address: 6100 Stadium Drive Kalamazoo MI 49009 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: Investment Advisor Representative Start Date: 1/1/2013 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Investment advising, commissionable sales of securities, sales of life, health, LTC, and fixed annuities. Bus 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: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory services Bus Name: GEHL FINANCIAL, LLC POSITION: Owner NATURE: No business is performed under this name INVESTMENT RELATED: Yes # OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/25/2016 ADDRESS: 6100 Stadium Dr, Kalamazoo MI 49009 DESCRIPTION: I transfer money in and pay bills. Bus Name: EXECUTIVE ORDER GAMES POSITION: 10% Owner NATURE: Board Game Creation and Sales INVESTMENT RELATED: No #NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 01/23/2024 ADDRESS: 1428 Vassar Drive, Kalamazoo MI 49001 DESCRIPTION: Once the documents are signed, I will be a fractional owner of the company. My responsibilities will mostly be with the business side of things by dealing with the financial elements such as purchasing and invoicing. Bus Name: THE MEADOWS OF PARKVIEW HILLS CONDO ASSOCIATION BOARD POSITION: Board Member and Condo Owner NATURE: Condo Association INVESTMENT RELATED: No # NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 01/27/2025 ADDRESS: 7069 Stadium Drive, Kalamazoo MI 49009, United States DESCRIPTION: For the board, I will be voting for the budgets, suggesting maintenance and upgrades and handling interpersonal conflicts and issues that arise from condo ownership. The management company we employ will hopefully handle most of that and my involvement will be confined to a monthly meeting outside of business hours. This is an unpaid position and I will be elected by the board to fill the term of someone who resigns.
CRS (Client Relationship Summary) - RIA
Click below to view Steven M Gehl'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
April 20, 2016 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 6100 Stadium Dr, Kalamzazoo, MI 49009RIA
CRD#: 283330
KALAMZAZOO, MI
Current
April 18, 2016 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 6100 Stadium Dr., Kalamazoo, MI 49009BD
CRD#: 42046
KALAMAZOO, MI
Past
August 13, 2013 - April 23, 2016
TRANSAMERICA FINANCIAL ADVISORS, LLC
RIA
CRD#: 16164
KALAMAZOO, MI
Past
May 17, 2012 - April 23, 2016
TRANSAMERICA FINANCIAL ADVISORS, LLC
BD
CRD#: 16164
KALAMAZOO, MI
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(7/25/2017)
RR
Arkansas(9/1/2016)
RR
California(5/10/2019)
RR
Colorado(9/1/2016)
RR
Florida(9/1/2016)
RR
Georgia(9/1/2016)
RR
Illinois(1/11/2018)
RR
Indiana(9/1/2016)
RR
Iowa(8/10/2021)
RR
Louisiana(1/4/2021)
RR
Michigan(4/18/2016)
IAR
Michigan(4/20/2016)
RR
Minnesota(9/1/2016)
RR
Mississippi(3/4/2019)
RR
Missouri(9/1/2016)
RR
Nebraska(3/18/2020)
RR
New Jersey(6/4/2026)
RR
North Carolina(9/2/2016)
RR
Ohio(9/1/2016)
RR
Texas(9/1/2016)
RR
Virginia(12/9/2019)
Exams
State Security Law Exam
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)Loading...
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 |
|---|---|---|
| 12/01/2025 | ||
| 12/23/2024 | ||
| 10/20/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
KESTRA ADVISORY SERVICES, LLC
CRD#: 283330Kalamzazoo, MI 49009TRUST BUT VERIFY
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