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Steven Charles Kehoe

Kestra Investment Services, LLC

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About Steven Charles Kehoe

Steven Charles Kehoe is a financial advisor with over 40 years of experience in the industry. Steven is currently registered with Kestra Investment Services, LLC, in Cincinnati, Ohio. Prior to this, Steven was a financial advisor at Lincoln Financial Advisors Corporation and The Lincoln National Life Insurance Company. Steven holds Series 6, 7, 22 and 63 licenses and has passed the SIE exam.

Firm Information

Steven Kehoe is currently registered with Kestra Investment Services, LLC. Kestra Investment Services, LLC is a Limited Liability Company formed in September 2014 and is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has been involved in 14 regulatory events and 2 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

302

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Steven Kehoe’s Registration & Firm History

OH

01/02/2003 - Present

Kestra Investment Services, LLC (CINCINNATI OH)

IN

12/19/1989 - 01/13/2003

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

IN

01/03/1989 - 01/13/2003

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

NA

02/20/1986 - 07/26/1999

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

NA

03/18/1988 - 11/16/1989

INTEGRATED RESOURCES EQUITY CORPORATION

NA

02/20/1986 - 01/03/1989

LINCOLN NATIONAL PENSION INSURANCE COMPANY

NA

02/20/1986 - 04/04/1988

LINCOLN FINANCIAL ADVISORS CORPORATION

NA

07/30/1982 - 01/16/1986

IDS MARKETING CORPORATION

NA

07/30/1982 - 01/14/1986

IDS FINANCIAL SERVICES INC.

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Licenses & Designations

IA

Issued 02/21/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/15/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/21/1987

Series 7 - General Securities Representative Examination

BC

Issued 06/17/1983

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 07/29/1982

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Steven Charles Kehoe.
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