Kestra Advisory Services, LLC
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About this Advisor
Richard Kerstiens is a chartered financial consultant who works out of Austin, Texas, with a total of 10 years of experience as a financial advisor. Kerstiens works at Kestra Advisory Services, LLC. Throughout their career, Kerstiens has worked at Prudential Insurance Company Of America, Pruco Securities, Metlife Securities Inc, Southeast Investments, N.C. Inc, 1St Consumer Financial Services, Kerstiens Financial Group, Inc, Regulus Adivisors, LLC, Innovation Partners LLC, Senior Advisory Group and Kestra Financial Services, Inc. Kerstiens maintains Series 63 and Series 66 licenses, which qualify them as a securities agent, and is registered to operate in Colorado. Kestra Advisory Services, LLC is an advisory company operating out of Austin, Texas. It has offices in 513 locations and a total of 1,231 employees. It oversees $20 billion in assets between its 75,277 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm serves 84 charities and foundations. Of its 75,277 customer accounts, just 12% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The business offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors vary depending on which services the firm provides the client. Fee types billed by Kestra Advisory Services, LLC most likely consist of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Kestra Advisory Services, LLC Brokerage Details
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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
Richard Kerstiens Work History
Richard has 10 years of experience.
Kestra Financial Services, Inc
Senior Advisory Group
Nfp Advisor Services, LLC
Regulus Adivisors, LLC
Innovation Partners LLC
Southeast Investments, N.C. Inc
1St Consumer Financial Services
Kerstiens Financial Group, Inc
Metlife Securities Inc
Prudential Insurance Company Of America
Richard Kerstiens has no disclosures.
Please visit their SEC profile for more details.