John
Vanderheyden

Kestra Advisory Services, LLC

CRD#2235802
Investment Advisor
in Austin, TX
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About this Advisor

John Vanderheyden is a certified financial planner who works out of Austin, Texas, who has been in the industry for 18 years. Vanderheyden is an advisor for Kestra Advisory Services, LLC. Throughout their career, Vanderheyden has worked at H. Beck, Inc, National Financial Services, National Financial Partners Securities Inc and Kestra Financial Services, Inc. Vanderheyden holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Texas. Kestra Advisory Services, LLC is a firm that has its headquarters in Austin, Texas. The company has offices in 513 locations and a total of 1,231 employees. It controls $20 billion in total assets across its 75,277 client accounts, placing it among the largest firms in the country by assets under management. The firm provides financial advisory services to 84 charities and foundations. Of its 75,277 accounts, just 12% are associated with high-net-worth individuals who have more than $1 million in assets. The business has a wide array 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 which services the firm provides the client. Fee types charged by Kestra Advisory Services, LLC can be comprised of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

18 years

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

Disclosures

No

Office Location

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

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Kestra Advisory Services, LLC Brokerage Details

Total Assets Under Management

$21,745,932,849

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

1,291

TX Average: 49
Total Number of Accounts

81,360

TX Average: 2,315
Average Account Size

$267,280

TX Average: $1,314,358

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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

John Vanderheyden Work History

John has 18 years of experience.

2017 - Present (2 years)

H. Beck, Inc

2016 - Present (3 years)

Kestra Financial Services, Inc

2009 - 2016 (7 years)

National Financial Partners Securities Inc

2000 - 2008 (8 years)

National Financial Services

Disclosures

John Vanderheyden has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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