Jacob
Kogler
Kestra Advisory Services, LLC
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About this Advisor
Jacob Kogler is a certified financial planner who works out of Saint Paul, Minnesota, who has 7 years of relevant experience. Kogler is on the advisory team at Kestra Advisory Services, LLC. Their career trajectory has included roles at Lpl Financial, Nfp Securities, Inc, Kestra Advisory Services, LLC, Kestra Investment Services, LLC and Greater Midwest Financial Group, LLC. Kogler maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to work in Minnesota. Kestra Advisory Services, LLC is a financial advisory firm headquartered in Austin, TX. The company has offices in 544 locations and a total of 1,311 employees. It manages $42 billion in assets between its 140,407 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm serves 132 charities and foundations. Of its 140,407 client accounts, 17% are held by high-net-worth clients who have at least $1 million in assets. Kestra Advisory Services, LLC offers a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fees depend on which services are provided. Fee types billed by Kestra Advisory Services, LLC can include any blend of 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
Jacob Kogler Work History
Jacob has been registered as a financial advisor for 7 years.*
Greater Midwest Financial Group, LLC
Kestra Advisory Services, LLC
Kestra Investment Services, LLC
Nfp Securities, Inc
Lpl Financial
*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 Jacob Kogler 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
Austin, TX
Austin, TX
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Canton, OH
Austin, TX
Phoenix, AZ
Cushing, TX
Saint Augustine, FL
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.
