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Wilson B. Wise
KESTRA ADVISORY SERVICES
Lexington, KY 40504
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CRD#: 7145786
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Wilson Bartell WiseKESTRA ADVISORY SERVICES
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.
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.
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.
CRS (Client Relationship Summary) - RIA
Click below to view Wilson Bartell Wise'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
February 20, 2024 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 2525 Harrodsburg Rd # 240, Lexington, KY 40504RIA
CRD#: 283330
Lexington, KY
Current
February 20, 2024 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 2525 Harrodsburg Rd #240, Lexington, KY 40504BD
CRD#: 42046
Lexington, KY
Past
September 17, 2019 - February 21, 2024
EDWARD JONES
RIA
CRD#: 250
LEXINGTON, KY
Past
August 23, 2019 - February 21, 2024
EDWARD JONES
BD
CRD#: 250
LEXINGTON, KY
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
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)
Exams
What does exam status mean?
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Passed: 8/23/2019
General Securities Representative ExaminationGeneral 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
1,359
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 192,439 |
| AUM (Assets Under Management) | $ 79,798,091,767 |
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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
KESTRA ADVISORY SERVICES, LLC
CRD#: 283330Lexington, KY 40504TRUST BUT VERIFY
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