Stephen Varley (CRD# 2745705) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Vadnais Heights, MN and has over 27 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
CRD# 6665238
U.s. Bancorp Investments, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kestra Advisory Services, LLC | Vadnais Heights, MN | Apr 2016 - Current | 8 |
| Partners Securities, Inc. | Eden Prairie, MN | Jan 1999 - Current | 25 |
| Kestra Investment Services, LLC | Vadnais Heights, MN | Jan 1999 - Current | 25 |
| Varley Financial Group | Eden Prarie, MN | Jun 1998 - Current | 25 |
| Minnesota Mutual | St. Paul, MN | May 1996 - Current | 27 |
| Nfp Securities, Inc. | Austin, TX | Jan 1999 - Apr 2016 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1996 |
| S65 | NASAA Investment Advisors Law Examination | Jan 1999 |
- MN
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Total Assets Under Management48,324MILLIONS
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Total Number of Accounts140,425ACCOUNTS
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Average Account Value$344,129
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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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