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HH

Haley R. Hoskin

KESTRA ADVISORY SERVICES
MAPLE GROVE, MN 55311
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CRD#: 7078043
HH

Professional summary


Haley Ruth Hoskin, who also goes by Haley Ruth Hoskin, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Maple Grove, Minnesota and KESTRA INVESTMENT SERVICES, LLC located in Maple Grove, Minnesota.

Haley is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Haley has worked at 4 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Haley Ruth Hoskin

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.
1) 04/24/2024 - Priebe Wealth - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 2) 04/24/2024 - MIDWEST PARKING GROUP, LLC - Business Entity For Tax/Investment Purposes Only - PARKING FEES - MN 55402 - Non investment related - Start date: 12/01/2009. 3) 04/24/2024 - MIDWEST PARKING GROUP, LLC - Business Owner - NO TITLE/ROLE - MN 55402 - Non investment related - Start date: 12/01/2009.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Haley Ruth Hoskin'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

May 5, 2025 - Present

KESTRA ADVISORY SERVICES, LLC

Office #1: 6900 Wedgwood Rd N #465, Maple Grove, MN 55311
RIA
CRD#: 283330
MAPLE GROVE, MN
Current

August 26, 2025 - Present

KESTRA INVESTMENT SERVICES, LLC

Office #1: 6900 Wedgwood Road North Suite 465, Maple Grove, MN 55311
BD
CRD#: 42046
Maple Grove, MN
Past

August 2, 2024 - August 14, 2025

MAGNETIC NORTH ADVISORS

RIA
CRD#: 309628
MAPLE GROVE, MN
Past

May 29, 2024 - May 6, 2025

LPL FINANCIAL LLC

BD
CRD#: 6413
MAPLE GROVE, MN
Past

April 24, 2024 - May 6, 2025

LPL FINANCIAL LLC

RIA
CRD#: 6413
MAPLE GROVE, MN

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

IAR
Minnesota
(5/5/2025)
RR
Minnesota
(8/26/2025)
IAR
Texas
(5/5/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 6/14/2024
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 11/28/2023
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 5/29/2024
General Securities Representative Examination
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)
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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)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

KESTRA ADVISORY SERVICES, LLC BROCHURE (RETAIL CLIENTS) (10/21/2025)

Regulatory assets under management


Total Number of Accounts155,482
AUM (Assets Under Management)$ 60,174,309,829

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
12/23/2024
Cover Page
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.

Company Information


KESTRA ADVISORY SERVICES, LLC

CRD#: 283330Maple Grove, MN 55311

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