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Wilson Bartell Wise

KESTRA ADVISORY SERVICES
Lexington, KY
·CRD# 7145786·7 years experience

Professional Summary

Wilson Bartell Wise is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Lexington, Kentucky and KESTRA INVESTMENT SERVICES, LLC located in Lexington, Kentucky. Wilson is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Wilson has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

7 years in the financial services industry

Current & Past Employments

KESTRA ADVISORY SERVICES, LLC·CRD# 283330
RIA
1. 2525 Harrodsburg Rd # 240, Lexington, KY 405042. Lexington, KY
February 20, 2024 - Present
KESTRA INVESTMENT SERVICES, LLC·CRD# 42046
BD
2525 Harrodsburg Rd #240, Lexington, KY 40504
February 20, 2024 - Present
EDWARD JONES·CRD# 250
RIA
Lexington, KY
September 17, 2019 - February 21, 2024
EDWARD JONES·CRD# 250
BD
Lexington, KY
August 23, 2019 - February 21, 2024

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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 - SEC (12/31/1998 Approved)

Contact Information

Main Address

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735

Phone Number

(844) 553-7872

# of Employees

1,359

SEC notice filing (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

KESTRA ADVISORY SERVICES, LLC BROCHURE (RETAIL CLIENTS) (9/22/2026)

Regulatory Assets Under Management

Total Number of Accounts

192,439

AUM (Assets Under Management)

$79,798,091,767

Accountant Surprise Examination Report

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

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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: CONSORT FINANCIAL PARTNERS POS: RR NOB: Registered rep activities through Kestra Investment Services INV REL: Yes # OF HOURS: 140 SECURITIES TRADING HOURS: 130 START DATE: 02/15/2024 ADDRESS: 2365 Harrodsburg Rd, Ste A205, Lexington KY 40504 DESC: n/a Name: KESTRA ADVISORY SERVICES POS: IAR NOB: Investment advisory services through Kestra Advisory Services, LLC INV REL: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 02/15/2024 ADDRESS: 5707 Southwest Parkway, Bldg 2, Suite 400, Austin TX 78735 DESC: IAR Name: CENTRAL KENTUCKY HOMESCHOOL BAND POS: Owner NOB: Music Lessons INV REL: No # OF HOURS: 12 SECURITIES TRADING HOURS: 12 START DATE: 09/06/2021 ADDRESS: 2344 Hartland Parkside Drive, Lexington KY 40515 DESC: 2-3 hours a week working with students in a group setting including 2 night concerts a year. Name: UNITES STATES AIR FORCE RESERVES POS: Public Affairs Officer NOB: Government INV REL: No # OF HOURS: 16 SECURITIES TRADING HOURS: 16 START DATE: 09/04/2017 ADDRESS: 2000 Allbrook Drive, Wright Patteson Air Force Base OH 45433 DESC: Produce written and visual content for internal and external audiences to share Air Force messages. Name: OTHER LOVE, LLC POSITION: President NATURE: Real Estate INVESTMENT RELATED: Yes # OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 09/15/2025 ADDRESS: 2344 Hartland Parkside Drive, Lexington KY 40515, United States DESCRIPTION: We are in the transition process. I will be president of the LLC which for now is dormant. Name: DAVE RAMSEY SMARTVESTOR PROGRAM POSITION: Member NATURE: Lead Generation INVESTMENT RELATED: No 3 OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 05/29/2026 ADDRESS: 1011 Reams Fleming Blvd, Franklin TN 37064, United States DESCRIPTION: No obligations to Dave Ramsey. Paying member to lead generation service.

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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 - SEC (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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Alabama
(2/20/2024)
RR
Arkansas
(2/20/2024)
RR
Georgia
(4/1/2024)
RR
Illinois
(2/20/2024)
RR
Indiana
(2/20/2024)
RR
Kentucky
(2/20/2024)
IAR
Kentucky
(2/20/2024)
RR
Louisiana
(2/20/2024)
RR
Massachusetts
(7/29/2024)
RR
Minnesota
(2/20/2024)
RR
Mississippi
(2/20/2024)
RR
Ohio
(2/20/2024)
RR
Oklahoma
(2/20/2024)
RR
Pennsylvania
(2/20/2024)
RR
South Carolina
(2/20/2024)
RR
Tennessee
(2/20/2024)
RR
Texas
(2/20/2024)
IAR
Texas
(2/20/2024)
RR
West Virginia
(11/13/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Sep 2019About the Series 66 exam

Series 7TO — General Securities Representative Examination

Passed Aug 2019About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Jul 2019About the SIE exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Wilson Bartell Wise's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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