Richard
Kerstiens

Kestra Advisory Services, LLC

CRD#4635417
Investment Advisor
in Austin, TX
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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

Series 63, Series 66, Chartered Financial Consultant

Years of Experience

10 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

Richard Kerstiens Work History

Richard has 10 years of experience.

2016 - Present (3 years)

Kestra Financial Services, Inc

2015 - 2015 (0 years)

Senior Advisory Group

2015 - 2016 (1 years)

Nfp Advisor Services, LLC

2014 - 2014 (0 years)

Regulus Adivisors, LLC

2014 - 2015 (1 years)

Innovation Partners LLC

2013 - 2014 (1 years)

Southeast Investments, N.C. Inc

2013 - 2015 (2 years)

1St Consumer Financial Services

2013 - Present (6 years)

Kerstiens Financial Group, Inc

2009 - 2013 (4 years)

Metlife Securities Inc

2008 - 2009 (1 years)

Prudential Insurance Company Of America

2008 - 2009 (1 years)

Pruco Securities

Disclosures

Richard Kerstiens has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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