SK
Selena Krampota
KESTRA ADVISORY SERVICES
Houston, TX 77098
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CRD#: 6259524
SK
Professional summary
Selena Krampota, who also goes by Selena Landis, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Houston, Texas and KESTRA INVESTMENT SERVICES, LLC located in Houston, Texas.
Selena is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Selena has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Selena Landis
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: Michael G. Rudelson, Inc. DBA LifeBridge Financial Group Investment Related: Yes Address: 2211 Norfolk St., Ste 120 Houston TX 77098 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: Financial Advisor Start Date: 9/2/2013 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: -Write comprehensive financial plans for clients -Provide advice to clients regarding their portfolio/financial plans -Acquire new clients -Assist with various administrative mattersBusiness 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: Financial Advisor/Investment Advisor Representative Start Date: 8/15/2016 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Help clients develop financial goals, write comprehensive financial plans for clients, assist clients in prioritizing financial objectives, oversee investment portfolios via advisory accounts.
CRS (Client Relationship Summary) - RIA
Click below to view Selena Krampota'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
November 9, 2016 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 2211 Norfolk St., Suite 120, Houston, TX 77098RIA
CRD#: 283330
Houston, TX
Current
November 9, 2016 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 2323 South Shepherd Dr. Suite 805, Houston, TX 77019BD
CRD#: 42046
Houston, TX
Past
December 10, 2014 - November 15, 2016
VOYA FINANCIAL ADVISORS, INC.
RIA
CRD#: 2882
HOUSTON, TX
Past
July 10, 2014 - November 15, 2016
VOYA FINANCIAL ADVISORS, INC.
BD
CRD#: 2882
HOUSTON, TX
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(3/4/2019)
RR
Arkansas(3/4/2019)
RR
California(3/4/2019)
RR
Colorado(3/4/2019)
RR
Connecticut(12/4/2023)
RR
District of Columbia(3/4/2019)
RR
Florida(3/4/2019)
RR
Georgia(3/4/2019)
RR
Idaho(3/4/2019)
RR
Illinois(3/4/2019)
RR
Indiana(7/6/2023)
RR
Iowa(3/4/2019)
RR
Louisiana(3/4/2019)
RR
Maryland(3/4/2019)
RR
Massachusetts(10/11/2021)
RR
Michigan(3/4/2019)
RR
Minnesota(12/4/2023)
RR
Montana(11/9/2020)
RR
New Jersey(3/4/2019)
RR
New Mexico(3/4/2019)
RR
New York(3/4/2019)
RR
North Carolina(3/4/2019)
RR
Ohio(10/30/2019)
RR
Oklahoma(3/4/2019)
RR
Oregon(3/4/2019)
RR
Pennsylvania(3/4/2019)
RR
Rhode Island(3/4/2019)
RR
South Carolina(10/30/2019)
RR
Tennessee(4/17/2025)
RR
Texas(11/9/2016)
IAR
Texas(11/9/2016)
RR
Vermont(3/4/2019)
RR
Virginia(3/4/2019)
RR
Washington(3/4/2019)
RR
Wisconsin(1/24/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product 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.
