Luke Hertzler

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

Authority	Category	Status	Date
TX	RA	APPROVED	2025-05-06
MO	RA	APPROVED	2024-08-07

TX RA
APPROVED

Since 2025-05-06
MO RA
APPROVED

Since 2024-08-07

Branch Locations

O'FAllon, MO • United States

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

16020 Swingley Ridge Road Suite 135, Chesterfield, MO 63017 • 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

Organization	City	State	From	To
Kestra Investment Services Llc	Chesterfield	MO	09/2023	Present
Assetmark	St. Peters	MO	06/2021	09/2023
Missouri S&T	Rolla	MO	08/2017	12/2021
Financial Legacy Associates	Chesterfield	MO	05/2020	08/2020
Watlow Electric	Maryland Heights	MO	05/2019	07/2019
Spiro's	Chesterfield	MO	05/2018	05/2019
Unemployed	Chesterfield	MO	01/2014	05/2018
Kestra Advisory Services Llc	Chesterfield	MO	08/2024	Present

09/2023 → Present

Kestra Investment Services Llc

Chesterfield, MO
06/2021 → 09/2023

Assetmark

St. Peters, MO
08/2017 → 12/2021

Missouri S&T

Rolla, MO
05/2020 → 08/2020

Financial Legacy Associates

Chesterfield, MO
05/2019 → 07/2019

Watlow Electric

Maryland Heights, MO
05/2018 → 05/2019

Spiro's

Chesterfield, MO
01/2014 → 05/2018

Unemployed

Chesterfield, MO
08/2024 → Present

Kestra Advisory Services Llc

Chesterfield, MO

Other Businesses

Business Name: HERTZLER WEALTH MANAGEMENT POSITION: Operations Specialist NATURE: Registered Field Assistant INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 02/23/2024 ADDRESS: 16020 Swingley Ridge Road, Suite 135, Chesterfield MO 63017, United States DESCRIPTION: Scheduling, Meeting Prep, Other Client Service duties

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-08-05

S66 Uniform Combined State Law Examination

2024-08-05

View on SEC IAPD