Michael
Renner

Kestra Advisory Services, LLC

CRD#3273813
Investment Advisor
in Austin, TX

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About this Advisor

Michael Renner is a financial advisor based out of Austin, Texas who has 6 years of relevant experience. Renner is currently employed by Kestra Advisory Services, LLC. Their career trajectory has included roles at East Austin College Prep Academy, Ace Academy, Kestra Investment Services, LLC, Ajilon Professional Staffing and Kestra Advisory Services, LLC. Renner maintains Series 63 and Series 66 licenses, certifying them as a securities agent, and can serve investors in Texas. Kestra Advisory Services, LLC is a business based out of Austin, TX. It has offices in 544 locations and a total of 1,311 advisors. It controls $42 billion in assets across its 140,407 accounts, placing it among the largest firms in the country by assets under management. The firm serves 132 charitable organizations. Of its 140,407 customer accounts, 17% belong to high-net-worth clients who have at least $1 million in assets. The firm offers a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors largely vary depending on which service is provided. Fee types billed by Kestra Advisory Services, LLC most likely are comprised of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

6 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

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

$41,795,124,579

TX Average: $3,042,739,679
Total Number of Employees

1,311

TX Average: 49
Total Number of Accounts

140,407

TX Average: 2,315
Average Account Size

$297,671

TX Average: $1,314,358

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 Renner Work History

Michael has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Kestra Advisory Services, LLC

2016 - Present (8 years)

Kestra Investment Services, LLC

2016 - 2016 (< 1 year)

Ajilon Professional Staffing

2015 - 2016 (1 year)

Ace Academy

2013 - 2015 (2 years)

East Austin College Prep Academy

*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 Michael Renner 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

Vijay Krishnaswamy
Austin, TX
Daniel Dolgin
Deerfield, IL
Jacob Kogler
Saint Paul, MN
Jessica Thompson
Lincoln, NE
Kevin Adleman
Mount Pleasant, SC
Yehuda Gross
Boca Raton, FL
Jacob Rinvelt
Grand Rapids, MI
Eloisa Vela
Austin, TX

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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