Andrew
Ellermann
Kestra Advisory Services, LLC
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About this Advisor
Andrew Ellermann is a financial advisor operating out of Vincennes, Indiana. Ellermann is currently employed by Kestra Advisory Services, LLC. Over the course of their career, Ellermann has held roles at Old National Bank, Screen Printing Plus, Crop Tech, Lpl Financial LLC, Kestra Investment Services, LLC and Kestra Advisory Services, LLC. Ellermann maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Indiana. Kestra Advisory Services, LLC is a financial advisory business based out of Austin, TX. The firm has offices in 544 locations and a total of 1,311 financial advisors. It manages $42 billion in total assets among its 140,407 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm advises 132 charities and foundations. Of its 140,407 client accounts, 17% are associated with high-net-worth clients who have greater than $1 million in assets. Kestra Advisory Services, LLC provides a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advice largely are based on which services are offered. However, fees billed by Kestra Advisory Services, LLC likely include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kestra Advisory Services, LLC Brokerage Details
$41,795,124,579
1,311
140,407
$297,671
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Andrew Ellermann Work History
Andrew has been registered as a financial advisor for 0 years.*
Kestra Investment Services, LLC
Kestra Advisory Services, LLC
Old National Bank
Screen Printing Plus
Crop Tech
Lpl Financial LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Andrew Ellermann to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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