Kestra Advisory Services, LLC
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About this Advisor
Eric Rosenberger is a certified financial planner working in Austin, Texas, with a total of 15 years of financial industry experience. Rosenberger is an advisor for Kestra Advisory Services, LLC. Their career trajectory has included roles at Summit Equities, Inc, Summit Financial Resources, Inc and Kestra Financial, Inc. Rosenberger has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in New Jersey. Kestra Advisory Services, LLC is a business that has its headquarters in Austin, Texas. It has offices in 513 locations and a total of 1,231 advisors. It oversees $20 billion in assets under management between its 75,277 accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides services to 84 charities and foundations. Of its 75,277 client accounts, just 12% are held by high-net-worth individuals who have more than $1 million in assets. The firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fees typically vary depending on which services the firm provides the client. Fees charged by Kestra Advisory Services, LLC likely include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Kestra Advisory Services, LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Eric Rosenberger Work History
Eric has 15 years of experience.
Kestra Financial, Inc
Summit Financial Resources, Inc
Summit Equities, Inc
Eric Rosenberger has disclosures.
Please visit their SEC profile for more details.