Kevin Tolsma is a CFP-designated registered investment advisor, based in Austin, TX, with 37 years of industry experience.
Location
5707 Southwest Parkway, Building 2, Suite 400, Austin, TX, 78735
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kevin is the Camarillo Area Director for Young Life, a faith-based ministry, dedicating about 10-20% of his time. He also works with Financial Pointe to determine life and health insurance needs and provide recommendations, and is an Independent Advisor Representative with Kestra Advisory Services, LLC, assisting clients with financial planning and investment portfolios.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Kestra Investment Services, LLC
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Eplanning Advisors INC
Eplanning Securities, INC.Broker
Linsco/private Ledger CORP.Broker
American General Securities IncorporatedBroker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Waddell & Reed, INC.Broker
State Registrations13 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.