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).
-
Total Assets Under Management12,254MILLION
-
Total Number of Accounts54,412ACCOUNTS
-
Average Account Value$225,208
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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
David Bugos (CRD# 1237576) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Oklahoma City, OK and has over 16 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.
Robert Campbell (CRD# 4598624) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Kalamazoo, MI and has over 14 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.
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.
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.
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.
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.
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.
Larry Nolt (CRD# 3023617) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Silverdale, PA and has over 19 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.
Christopher Tipton (CRD# 2909598) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Ridgeland, MS and has over 20 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.
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.