Tanner
Banister
Kestra Advisory Services, LLC
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About this Advisor
Tanner Banister is a certified financial planner based in Austin, Texas who has 1 year of industry experience. Banister currently works for Kestra Advisory Services, LLC. Throughout their career, Banister has worked at Eastern New Mexico State University, Four Seasons, Something Different Grill, Cannon Air Force Base, Clovis High School, Albertson'S, Axa Advisors, LLC, Lpl Financial LLC, Calton & Associates, Inc, Waterloo Capital Management, Kestra Investment Services, LLC and Kestra Advisory Services, LLC. Banister has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Texas. Kestra Advisory Services, LLC is a financial advisory company operating out of Austin, TX. The firm has offices in 544 locations and a total of 1,311 financial advisors. It controls $42 billion in total assets among its 140,407 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm advises 132 charities and foundations. Of its 140,407 client accounts, 17% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Kestra Advisory Services, LLC has a wide set 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 typically vary depending on the services. Fee types charged by Kestra Advisory Services, LLC may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kestra Advisory Services, LLC Brokerage Details
$41,795,124,579
1,311
140,407
$297,671
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
Tanner Banister Work History
Tanner has been registered as a financial advisor for 1 years.*
Kestra Investment Services, LLC
Kestra Advisory Services, LLC
Calton & Associates, Inc
Waterloo Capital Management
Lpl Financial LLC
Axa Advisors, LLC
Eastern New Mexico State University
Eastern New Mexico State University
Four Seasons
Eastern New Mexico State University
Four Seasons
Something Different Grill
Eastern New Mexico State University
Cannon Air Force Base
Albertson'S
Clovis High School
*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 Tanner Banister to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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.
