Michael
Jurgensen
Kestra Advisory Services, LLC
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About this Advisor
Michael Jurgensen is a financial advisor based in Austin, Texas, working with Kestra Advisory Services, LLC. Michael has previously held positions at Cetera Advisor Networks LLC, Cetera Advisors LLC, Cetera Investment Services LLC, Cetera Financial Services LLC, Investors Capital Corp, Legend Equities Corporation, First Allied Securities, Inc, Summit Brokerage Services, Inc, Kestra Investment Services, LLC, Kestra Advisory Services, LLC, J.P. Turner & Company, L.L.C, Cetera Investment Advisers LLC, Girard Securities, Inc, Vsr Financial Services, Inc, and Cetera Financial Specialists LLC. Michael has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Michael is part of Kestra Advisory Services, LLC, which operates out of Austin, Texas. The firm has 544 offices and 1,266 employees. The firm manages assets totaling $48.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Kestra Advisory Services, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Kestra Advisory Services, LLC Brokerage Details
$48,324,319,629
1,266
140,425
$344,129
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
Michael Jurgensen Work History
Kestra Investment Services, LLC
Kestra Advisory Services, LLC
Investors Capital Corp
Legend Equities Corporation
First Allied Securities, Inc
Summit Brokerage Services, Inc
J.P. Turner & Company, L.L.C
Girard Securities, Inc
Vsr Financial Services, Inc
Cetera Financial Specialists LLC
Cetera Advisor Networks LLC
Cetera Advisors LLC
Cetera Investment Services LLC
Cetera Financial Services LLC
Cetera Investment Advisers LLC
Disclosures
Please visit the SEC profile of Michael Jurgensen 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
Mckinney, TX
Pittsburgh, PA
Austin, TX
Austin, TX
Willowbrook, IL
Pittsburgh, PA
South Burlington, VT
Austin, TX
The content in this profile was updated by SmartAsset on 6/19/2024. 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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