Kestra Advisory Services, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
John Zufall is a financial advisor based out of Austin, Texas, who has been in the advisory business for 11 years. Zufall currently works for Kestra Advisory Services, LLC. Throughout their career, Zufall has worked at Capital Advisor Group Inc, National Planning Corporation and Kestra Financial, Inc. Zufall maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in Missouri. Kestra Advisory Services, LLC is a registered investment firm based out of Austin, Texas. The firm has offices in 513 locations and a total of 1,231 financial advisors. It has $20 billion in total assets among its 75,277 accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm serves 84 charities and foundations. Of its 75,277 accounts, just 12% are held by high-net-worth investors who have more than $1 million in assets. Kestra Advisory Services, LLC 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. Financial management fees usually are based on the services. Fee types charged by Kestra Advisory Services, LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Kestra Advisory Services, LLC Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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 Zufall Work History
John has 11 years of experience.
Kestra Financial, Inc
Capital Advisor Group Inc
National Planning Corporation
John Zufall has no disclosures.
Please visit their SEC profile for more details.