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MR

Mark D. Riebesehl

KESTRA ADVISORY SERVICES
Brookfield, WI 53005
Some features on this profile are disabled
CRD#: 6228670
MR
Mark David RiebesehlKESTRA ADVISORY SERVICES

Professional summary

Mark David Riebesehl, who also goes by Mark Riebesehl, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Brookfield, Wisconsin and KESTRA INVESTMENT SERVICES, LLC located in Brookfield, Wisconsin.

Mark is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Mark has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Aliases

Mark Riebesehl

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.
Name: GREY OWL INVESTMENT GROUP POSITION: Agent NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/17/2026 ADDRESS: 13255 W Bluemound Rd, Suite 100, Brookfield WI 53005, United States DESCRIPTION: To place insurance products which are appropriate for my clients within the list of carriers that are approved by KIP 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: 09/17/2026 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark David Riebesehl's CRS (Customer Relationship Summary).
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®
None

Experience

Current

September 17, 2026 - Present

KESTRA ADVISORY SERVICES, LLC

Office #1: 13255 W Bluemound Rd #100, Brookfield, WI 53005
RIA
CRD#: 283330
Brookfield, WI
Current

September 17, 2026 - Present

KESTRA INVESTMENT SERVICES, LLC

Office #1: 13255 W Bluemound Rd #100, Brookfield, WI 53005
BD
CRD#: 42046
Brookfield, WI
Past

January 24, 2024 - September 24, 2026

LPL FINANCIAL LLC

RIA
CRD#: 6413
BROOKFIELD, WI
Past

January 24, 2024 - September 24, 2026

LPL FINANCIAL LLC

BD
CRD#: 6413
BROOKFIELD, WI
Past

May 7, 2014 - January 31, 2024

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA
CRD#: 2881
GERMANTOWN, WI
Past

November 2, 2013 - January 31, 2024

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
GERMANTOWN, WI

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
Florida
(9/17/2026)
RR
Georgia
(9/17/2026)
RR
Maryland
(9/17/2026)
RR
Massachusetts
(9/23/2026)
RR
Rhode Island
(9/28/2026)
RR
South Carolina
(9/28/2026)
RR
Texas
(9/17/2026)
IAR
Texas
(9/17/2026)

Exams

What does exam status mean?
State Security Law Exam
IAR
Series 65
Status Unavailable
Passed: 5/1/2014
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Status Unavailable
Passed: 12/12/2013
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Status Unavailable
Passed: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Status Unavailable
Passed: 6/14/2016
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Status Unavailable
Passed: 11/2/2013
Investment Company Products/Variable Contracts Representative Examination
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)
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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
1,359

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

KESTRA ADVISORY SERVICES, LLC BROCHURE (WRAP FEE PROGRAM) (8/20/2026)
KESTRA ADVISORY SERVICES, LLC BROCHURE (RETAIL CLIENTS) (5/29/2026)
KESTRA ADVISORY SERVICES, LLC BROCHURE (PLAN CLIENTS) (5/29/2026)

Regulatory assets under management

Total Number of Accounts192,439
AUM (Assets Under Management)$ 79,798,091,767

Accountant surprise examination report

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

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#: 283330Brookfield, WI 53005

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