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Luke Allen Washburn

Kestra Advisory Services, LLC

Cleveland, OH

Amherst, OH

Austin, TX

CRD 6026141

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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
OH RA APPROVED 2026-05-06
  • OH RA
    APPROVED
    Since 2026-05-06

Branch Locations

1422 Euclid Ave Ste 630, Cleveland, OH 44115 • United States

Amherst, OH • 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
United States Army Reserve Whitehall OH 03/2002 01/2023
Ameriprise Financial Services, Inc. Beachwood OH 08/2015 09/2019
Washburn Asset Management Llc Amherst OH 09/2019 06/2026
Kestra Advisory Services, Llc Cleveland OH 05/2026 Present
Previous Registrations
Other Businesses

NAME: Kestra Advisory Services POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 04/28/2026 ADDRESS: 5707 Southwest Parkway Building 2, Suite 400 Austin, Texas 78735 DESCRIPTION: IAR NAME: Magis Advisory Group, LLC POSITION: IAR Field Assistant NATURE: Registered Field Assistant; Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 04/28/2026 ADDRESS: 1422 Euclid Avenue Suite 630 Cleveland, Ohio 44115 DESCRIPTION: Provide internal support for other advisers and their clients, not acting as a Registered Rep, Series 65 only. NAME: Musician POSITION: Gig musician NATURE: Music INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2019 ADDRESS: 103 Hornyak St Amherst, Ohio 44001 DESCRIPTION: Gig musician

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-04-13
  • S66 Uniform Combined State Law Examination
    2012-04-13

View on SEC IAPD

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