Kestra Advisory Services, LLC

Kestra Advisory Services, LLC (CRD# 283330) is a financial advisory firm headquartered in Austin, TX. They manage $12,253,997,703 in 54,412 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    12,254
    MILLION
  • Total Number of Accounts
    54,412
    ACCOUNTS
  • Average Account Value
    $225,208
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Kestra Advisory Services, LLC
Showing 1 - 10 of 86 top financial advisors.
1
David J. Bugos
CRD#: 1237576
12436 St. Andrews Ct., Oklahoma City, OK 73120
96
Wealthminder
score

David Bugos (CRD# 1237576) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Oklahoma City, OK and has over 15 years of experience in the finance industry. David Bugos has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Robert F. Campbell
CRD#: 4598624
6100 Stadium Dr, Kalamazoo, MI 49009
96
Wealthminder
score

Robert Campbell (CRD# 4598624) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Kalamazoo, MI and has over 13 years of experience in the finance industry. Robert Campbell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Daniel R. Gehl
CRD#: 736228
6100 Stadium Dr., Kalamazoo, MI 49009
96
Wealthminder
score

Daniel Gehl (CRD# 736228) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Kalamazoo, MI and has over 35 years of experience in the finance industry.

4
Richard D. Geib
CRD#: 219313
6100 Stadium Dr., Kalamazoo, MI 49009
96
Wealthminder
score

Richard Geib (CRD# 219313) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Kalamazoo, MI and has over 20 years of experience in the finance industry. Richard Geib has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
William A. Kientz
CRD#: 814850
404 Legacy Park, Suite A, Ridgeland, MS 39157
96
Wealthminder
score

William Kientz (CRD# 814850) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Ridgeland, MS and has over 29 years of experience in the finance industry. William Kientz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Richard A. Krim
CRD#: 275603
107 Victoria Bay Court, Palm Beach Gardens, FL 33418
96
Wealthminder
score

Richard Krim (CRD# 275603) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Palm Beach Gardens, FL and has over 9 years of experience in the finance industry.

7
Steven C. Massey
CRD#: 4984885
220 Trace Colony Park Drive, Suite A, Ridgeland, MS 39157
96
Wealthminder
score

Steven Massey (CRD# 4984885) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Ridgeland, MS and has over 11 years of experience in the finance industry. Steven Massey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Larry E. Nolt
CRD#: 3023617
163 East Main Street,, Silverdale, PA 18962
96
Wealthminder
score

Larry Nolt (CRD# 3023617) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Silverdale, PA and has over 18 years of experience in the finance industry. Larry Nolt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Christopher A. Tipton
CRD#: 2909598
404 Legacy Park, Suite A, Ridgeland, MS 39157
96
Wealthminder
score

Christopher Tipton (CRD# 2909598) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Ridgeland, MS and has over 19 years of experience in the finance industry. Christopher Tipton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Clinton K. Van Linder
CRD#: 4013158
6100 Stadium Dr., Kalamazoo, MI 49009
96
Wealthminder
score

Clinton Van Linder (CRD# 4013158) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Kalamazoo, MI and has over 17 years of experience in the finance industry. Clinton Van Linder has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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