Mark
Schoenbeck

Kestra Advisory Services, LLC

CRD#2625829
Investment Advisor
in Austin, TX
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About this Advisor

Mark Schoenbeck is a certified financial planner who is based out of Austin, Texas. Currently a registered advisor at Kestra Advisory Services, LLC, Schoenbeck has 11 years of work experience in the financial advisory industry. Schoenbeck holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative. Schoenbeck is able to advise investors based out of Texas. During their career, the advisor has held roles at Capital Brokerage Corporation, Kestra Financial Services, Inc, Genworth, Curian Capital, LLC, Curian Clearing LLC and Nfp Advisors. Kestra Advisory Services, LLC is based out of Austin, Texas, and operates out of 513 offices throughout the country. Overall, Kestra Advisory Services, LLC manages $20 billion in assets dispersed across 75,277 client accounts and employs more than 1,231 people. The firm's total assets under management makes it one of the biggest firms in the country. The firm manages 53,194 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 12% of the advisor firm's clients are high-net-worth individuals, meaning they have greater than $1 million in capital. Kestra Advisory Services, LLC can offer 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 63, Series 65, Certified Financial Planner

Years of Experience

11 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

1250 Capital Of Texas Hwy S. #2-125
Austin, TX 78746

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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

Mark Schoenbeck Work History

Mark has 11 years of experience.

2016 - Present (3 years)

Kestra Financial Services, Inc

2016 - 2016 (0 years)

Nfp Advisors

2011 - Present (8 years)

Curian Capital, LLC

2011 - Present (8 years)

Curian Clearing LLC

2007 - 2011 (4 years)

Capital Brokerage Corporation

2007 - 2011 (4 years)

Genworth

Disclosures

Mark Schoenbeck has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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