Katherine
Lewis
Kestra Advisory Services, LLC
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About this Advisor
Katherine Lewis is a certified financial planner operating out of Austin, Texas with a total of 2 years of relevant experience. Lewis is on the advisory team at Kestra Advisory Services, LLC. Over the course of their career, they have held roles at Financial Security Management, Inc, Rocky Mountain Cabinet, Renew Fitness & Yoga and Kestra Advisory Services LLC. Lewis has a Series 65 license, certifying them as an investment advisor representative, and is approved to operate in Colorado. Kestra Advisory Services, LLC is a registered investment firm operating out of Austin, TX. It has offices in 544 locations and a total of 1,311 employees. It manages $42 billion in assets among its 140,407 client accounts, placing it among 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 investors who have at least $1 million in investable assets. The business offers a number 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. Financial advisory fee schedules typically depend on the type of financial services. However, fee types charged by Kestra Advisory Services, LLC most likely include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kestra Advisory Services, LLC Brokerage Details
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$41,795,124,579
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
1,311
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
140,407
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$297,671
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
Katherine Lewis Work History
Katherine has been registered as a financial advisor for 2 years.*
Kestra Advisory Services LLC
Financial Security Management, Inc
Rocky Mountain Cabinet
Renew Fitness & Yoga
*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 Katherine Lewis 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
Austin, TX
Austin, TX
Lutherville Timonium, MD
Canton, OH
Saint Augustine, FL
Austin, TX
Pittsburgh, PA
Saint Paul, MN
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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