Mary Tenpas, financial advisor Austin TX
93 score

Mary Tenpas

CRD Number: 1136362
Current Firm: Kestra Advisory Services, LLC

Mary Tenpas (CRD# 1136362) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Austin, TX and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Kestra Financial, LLC North Oaks, MN Aug 2017 - Current < 1
Wfg Advisors, LP North Oaks, MN Feb 2006 - Aug 2017 11
Wfg Investments, Inc. North Oaks, MN Mar 2004 - Aug 2017 13
Williams Financial Group Apple Valley, MN Feb 2004 - Aug 2017 13
Carlson Asset Management North Oaks, MN Jul 2008 - Oct 2014 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1985
S65 NASAA Investment Advisors Law Examination Feb 2006
Contact Info for Mary C. Tenpas
Phone Number: 7374437101
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    16,009
    MILLIONS
  • Total Number of Accounts
    63,471
    ACCOUNTS
  • Average Account Value
    $252,225
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
  • 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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