Min sub Song
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, LLCMar 2026 to now
- Kestra Investment Services, LLCMar 2026 to now
- Principal Life Insurance CompanyJun 2025 to Mar 2026
- Principal Securities, Inc.Jun 2025 to Mar 2026
- Colorado Financial AdvisorsJan 2021 to Apr 2025
- None (full-time Education / Unemployed)May 2019 to May 2021
- U.S. Air ForceMay 2014 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 8104862
- Firm CRD
- 283330