Marietta Lucile Payne
Investment adviser representative at Kestra Advisory Services, LLC
12 yearsExperience
1 stateRegistered in
$79.8BFirm assets
27 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Kestra Advisory Services, LLCDec 2025 to now
- Kestra Investment Services, LLCMay 2025 to now
- Ameriprise Financial Services, LLCOct 2024 to May 2025
- YogafitAug 2024 to May 2025
- Elizabeth MiskovichJul 2024 to Oct 2024
- Joshua MiskovichJul 2024 to Oct 2024
- Northwestern Mutual Investment Services LLCJul 2024 to Oct 2024
- Joshua R MiskovichJun 2024 to Jul 2024
- Elizabeth R MiskovichMay 2024 to Jul 2024
- YogafitApr 2023 to Jul 2024
- Turnberry SolutionsNov 2022 to May 2024
- John Reamer and Associates Ameriprise FinancialJan 2022 to Nov 2022
- Ameriprise FinancialJun 2021 to Dec 2021
- White Bear Yacht ClubMay 2020 to Sep 2020
- White Bear Yacht ClubMay 2019 to Sep 2019
- White Bear Yacht ClubMay 2018 to Sep 2018
- Gustavus Adolphus CollegeSep 2017 to May 2021
- Washington County ParksMay 2017 to Sep 2017
- Stillwater Area High SchoolAug 2014 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (WI).
Kestra Advisory Services, LLC
$79.8BAssets managed
117,403Clients
1,473Advisers
27 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7405117
- Firm CRD
- 283330