Peter
Robinson
Kestra Advisory Services, LLC
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About this Advisor
Peter Robinson is a financial advisor working out of Hopkins, Minnesota with 5 years of relevant experience. Robinson is currently employed by Kestra Advisory Services, LLC. Over the course of their career, they have held roles at Princor Financial Services Corporation, Principal Life Insurance Company, Jmsc Futurity, Guidepoint Payroll Solutions, Clairmont Financial Group LLC, Nesbit Agencies Insurance Services, Kestra Investment Services, LLC and Kestra Advisory Services, LLC. Robinson maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can work in Minnesota. Kestra Advisory Services, LLC is an advisory firm operating out of Austin, TX. The investment advisory business has offices in 544 locations and a total of 1,311 financial advisors. It controls $42 billion in assets under management across its 140,407 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm serves 132 charitable organizations. Of its 140,407 client accounts, 17% belong to high-net-worth investors who have more than $1 million in assets available to invest. Kestra Advisory Services, LLC offers a number 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 charged by financial advisors largely depend on which services are offered. Fees billed by Kestra Advisory Services, LLC likely consist 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
Peter Robinson Work History
Peter has been registered as a financial advisor for 5 years.*
Kestra Investment Services, LLC
Kestra Advisory Services, LLC
Nesbit Agencies Insurance Services
Guidepoint Payroll Solutions
Clairmont Financial Group LLC
Jmsc Futurity
Princor Financial Services Corporation
Principal Life Insurance Company
*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 Peter Robinson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Kestra Advisory Services, LLC
Canton, OH
Lincoln, NE
Saint Paul, MN
Lutherville Timonium, MD
Austin, TX
Austin, TX
Grand Rapids, MI
Pittsburgh, PA
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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