Stephen Bouslog, financial advisor Princeton IL

Stephen Bouslog

CRD Number: 4426156
Current Firm: Kestra Advisory Services, LLC

Stephen Bouslog (CRD# 4426156) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Princeton, IL and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Kestra Investment Services, LLC Princeton, IL Aug 2017 - Current 6
Kestra Advisory Services, LLC Princeton, IL Aug 2017 - Current 6
Wfg Investments, Inc. Princeton, IL Mar 2015 - Aug 2017 2
Lpl Princeton, IL Apr 2013 - Mar 2015 1
Heartland Bank Princeton, IL Apr 2013 - Feb 2015 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2004
S65 NASAA Investment Advisors Law Examination Apr 2006
Contact Info for Stephen N. Bouslog
Phone Number: 8445537872
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    48,324
    MILLIONS
  • Total Number of Accounts
    140,425
    ACCOUNTS
  • Average Account Value
    $344,129
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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