KW
Kevin Webb
KESTRA ADVISORY SERVICES
CINCINNATI, OH 45246
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CRD#: 6170666
KW
Kevin WebbKESTRA ADVISORY SERVICES
Professional summary
Kevin Webb, CFP® is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Cincinnati, Ohio and KESTRA INVESTMENT SERVICES, LLC located in Cincinnati, Ohio.
Kevin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Kevin has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Aliases
None
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: KM Webb Properties, LLC Investment Related: Yes Address: 54 Carousel Circle Fairfield OH 45014 Nature of Business: Real Estate Position, Title or Relationship: Owner Start Date: 11/13/2014 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Find the property, purchase it, manage it Business Name: Kehoe Financial Advisors Investment Related: Yes Address: 125 Boggs Lane Cincinnati OH 45246 Nature of Business: Insurance Position, Title or Relationship: I'm a salaried employee with a title of registered representative Start Date: 5/5/2015 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Counsel clients on current insurance policies and annuities and help clients decide if they are insured enough 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: 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 Business Name: Insurance Investment Related: No Address: 125 Boggs Lane Cincinnati OH 45246 Nature of Business: Insurance Position, Title or Relationship: Member Start Date: 3/21/2019 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Broker Business Name: Eden Park Condominium Homeowner's Association Investment Related: No Address: 1593 Eden Park Drive Unit 8 Hamilton OH 45013 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.) Position, Title or Relationship: Secretary Start Date: 1/1/2021 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Record meeting minutes and vote on HOA issues Business Name: JESSIE'S LANDING CONDOMINIUM HOMEOWNER'S ASSOCIATION POSITION: Treasurer NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 7 START DATE: 05/27/2021 ADDRESS: 7901 Jessies Way, 304, Hamilton OH 45011 DESCRIPTION: Vote on HOA matters Business Name: JOURNEY TO HOPE POSITION: Treasurer NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: 703 Compton Road, Cincinnati OH 45231 DESCRIPTION: Attend board meetings Consolidate weekly spending into a budget
CRS (Client Relationship Summary) - RIA
Click below to view Kevin Webb'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: 2015
Experience
Current
April 20, 2016 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 125 Boggs Ln, Cincinnati, OH 45246RIA
CRD#: 283330
CINCINNATI, OH
Current
September 9, 2013 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 125 Boggs Ln., Cincinnati, OH 45246BD
CRD#: 42046
CINCINNATI, OH
Past
September 9, 2013 - September 22, 2016
KESTRA INVESTMENT SERVICES, LLC
RIA
CRD#: 42046
AUSTIN, TX
Past
July 8, 2013 - August 6, 2013
LPL FINANCIAL LLC
RIA
CRD#: 6413
CINCINNATI, OH
Past
May 9, 2013 - August 6, 2013
LPL FINANCIAL LLC
BD
CRD#: 6413
CINCINNATI, 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
California(1/19/2023)
RR
Colorado(1/2/2019)
RR
Florida(10/6/2015)
RR
Illinois(10/23/2020)
RR
Indiana(1/28/2016)
RR
Kentucky(8/17/2015)
RR
Michigan(1/16/2019)
RR
North Carolina(1/23/2023)
RR
Ohio(9/9/2013)
IAR
Ohio(4/20/2016)
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)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
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#: 283330Cincinnati, OH 45246TRUST BUT VERIFY
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