Nathaniel
Louderback

Kestra Advisory Services, LLC

CRD#4715879
Investment Advisor
in Austin, TX

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About this Advisor

Nathaniel Louderback is a financial advisor based in Austin, Texas with 1 year of industry experience. Louderback works at Kestra Advisory Services, LLC. Louderback has gained experience at Waddell & Reed Inc, Missouri Political Bug, Compass Political Consultants Group, Bancwest Investment Services, Bank Of The West, Kestra Investment Services, LLC, Kestra Advisory Services, Securities America Advisors and Securities America Inc. Louderback holds Series 63 and Series 66 licenses, certifying them as a securities broker, and is registered to advise clients in Nebraska and Texas. Kestra Advisory Services, LLC is a financial advisory firm based in Austin, TX. The firm has offices in 544 locations and a total of 1,311 advisors. It handles $42 billion in total assets between its 140,407 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm advises 132 charitable organizations. Of its 140,407 accounts, 17% belong to high-net-worth individuals who have more than $1 million in investable assets. Kestra Advisory Services, LLC has a diverse set 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 the type of financial services. However, fees billed by Kestra Advisory Services, LLC likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

1 year

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

5707 Southwest Parkway Building 2, Suite 400
Austin, TX 78735

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Kestra Advisory Services, LLC Brokerage Details

Total Assets Under Management

$41,795,124,579

TX Average: $3,042,739,679
Total Number of Employees

1,311

TX Average: 49
Total Number of Accounts

140,407

TX Average: 2,315
Average Account Size

$297,671

TX Average: $1,314,358

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

Nathaniel Louderback Work History

Nathaniel has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Kestra Investment Services, LLC

2022 - Present (2 years)

Kestra Advisory Services

2020 - 2022 (2 years)

Bancwest Investment Services

2020 - 2022 (2 years)

Bank Of The West

2015 - 2020 (5 years)

Securities America Advisors

2015 - 2020 (5 years)

Securities America Inc

2013 - 2013 (< 1 year)

Compass Political Consultants Group

2012 - 2015 (3 years)

Missouri Political Bug

2011 - 2015 (4 years)

Waddell & Reed Inc

*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 Nathaniel Louderback 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

Eloisa Vela
Austin, TX
Garrett Frey
Pittsburgh, PA
Stanton Wheeler
Saint Augustine, FL
Charles Campbell
Charlotte, NC
Holly Lovell
Cushing, TX
Michael Csedrik
Paramus, NJ
Brandon Kee
Austin, TX
Jacob Rinvelt
Grand Rapids, MI

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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