Best Investors Account Sign in
Employer firm

Kestra Advisory Services, LLC CRD 283330

$79.8B regulatory AUM 6,392 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Kestra Advisory Services, Llc

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2026-04-28
  • MO RA
    APPROVED
    Since 2026-04-28

Branch Locations

281 Clarkson Road Suite 102, Ellisville, MO 63011 • United States

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mercy St. Louis MO 07/2016 04/2018
Edward Jones St. Louis MO 04/2018 05/2025
Kestra Investment Services, Llc Ellisville MO 04/2026 Present
Stay At Home Mom Ballwin MO 05/2025 03/2026
Kestra Advisory Services, Llc Ellisville MO 04/2026 Present
  • 07/2016 → 04/2018
    Mercy
    St. Louis, MO
  • 04/2018 → 05/2025
    St. Louis, MO
  • 04/2026 → Present
    Kestra Investment Services, Llc
    Ellisville, MO
  • 05/2025 → 03/2026
    Stay At Home Mom
    Ballwin, MO
  • 04/2026 → Present
    Ellisville, MO
Previous Registrations
  • 2018-07-10 → 2025-05-06
    St. Louis, MO
    Maryland Heights, MO
    St Louis, MO
    Ballwin, MO
    Maryland Heights, MO
Other Businesses

Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 04/06/2026 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: CAPITAL ADVISORY GROUP POSITION: Wealth Management Assistant NATURE: Registered Field Assistant INVESTMENT RELATED: No # OF HOURS: 148 SECURITIES TRADING HOURS: 130 START DATE: 04/06/2026 ADDRESS: 281 Clarkson Road, Suite 102, Elllisville MO 63011, United States DESCRIPTION: Administrative

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-07-09
  • S66 Uniform Combined State Law Examination
    2018-07-09
Other Names
  • Erin Michelle Abeln
  • Erin Michelle Grego

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Ellisville, MO

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor