John
Koester

Kestra Advisory Services, LLC

CRD#2382244
Investment Advisor
in Austin, TX
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About this Advisor

John Koester is a financial advisor who works out of Austin, Texas, who has been in the advisory business for 16 years. Koester is an employee of Kestra Advisory Services, LLC. During their career, the advisor has held roles at Kestra Financial, Transamerica Financial Advisors, Inc and Signator Investors, Inc. Koester has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to advise clients in Virginia. Kestra Advisory Services, LLC is a financial advisory company operating in Austin, Texas. The investment advisory business has offices in 513 locations and a total of 1,231 financial advisors. It has $20 billion in assets between its 75,277 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm serves 84 charities and foundations. Of its 75,277 customer accounts, just 12% belong to high-net-worth investors who have more than $1 million in assets. The company offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors largely are based on the financial services. Fees charged by Kestra Advisory Services, LLC can consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

16 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

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

$20,417,813,140

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

1,231

TX Average: 49
Total Number of Accounts

75,277

TX Average: 2,315
Average Account Size

$271,236

TX Average: $1,314,358

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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

John Koester Work History

John has 16 years of experience.

2016 - Present (3 years)

Kestra Financial

2016 - 2016 (0 years)

Signator Investors, Inc

2002 - 2016 (14 years)

Transamerica Financial Advisors, Inc

Disclosures

John Koester has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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