Kathryn
Messick

Kestra Advisory Services, LLC

CRD#4443080
Investment Advisor
in Austin, TX
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About this Advisor

Kathryn Messick is a financial advisor located in Austin, Texas. Currently a registered investment advisor at Kestra Advisory Services, LLC, Messick has 16 years of professional experience in the financial advisory industry. Messick maintains a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Messick is registered to work with clients based out of Maryland. During their career, Messick has held roles at Vsr Advisory Services, Inc, Citigroup Global Markets Inc, Vsr Financial Services, Wealth Managing Partners, Morgan Stanley Smith Barney, Wells Fargo Advisors, Kestra Financial Inc, Ameriprise Financial Services, Inc and Webermessick. Kestra Advisory Services, LLC is headquartered in Austin, Texas, and has 513 other offices throughout the country. In aggregate, Kestra Advisory Services, LLC manages $20 billion in assets dispersed across 75,277 accounts and employs more than 1,231 people. The amount of assets the firm manages places it among the largest investment advisory firms in the United States. The firm manages 53,194 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 12% of the firm's investors are high-net-worth individuals, meaning they have more than $1 million in assets. Kestra Advisory Services, LLC provides financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

16 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 Building 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

Kathryn Messick Work History

Kathryn has 16 years of experience.

2018 - Present (1 years)

Kestra Financial Inc

2018 - Present (1 years)

Webermessick

2015 - 2018 (3 years)

Ameriprise Financial Services, Inc

2012 - 2015 (3 years)

Wells Fargo Advisors

2010 - 2011 (1 years)

Morgan Stanley Smith Barney

2009 - 2010 (1 years)

Vsr Advisory Services, Inc

2009 - 2010 (1 years)

Vsr Financial Services

2009 - 2010 (1 years)

Wealth Managing Partners

2002 - 2008 (6 years)

Citigroup Global Markets Inc

Disclosures

Kathryn Messick has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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