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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
IA RA APPROVED 2026-02-10
  • IA RA
    APPROVED
    Since 2026-02-10

Branch Locations

1126 2Nd St, Perry, IA 50220 • United States

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

12100 Meredith Dr Ste 103E, Urbandale, IA 50322 • 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
Casey's Corporation Ankeny IA 05/2022 07/2025
University Of Iowa Iowa City IA 08/2017 05/2022
Waukee High School Waukee IA 08/2013 05/2017
Kestra Investment Services, Llc Perry IA 11/2025 Present
Kestra Investment Services, Llc Perry IA 08/2025 11/2025
Kestra Advisory Services, Llc Perry IA 02/2026 Present
  • 05/2022 → 07/2025
    Casey's Corporation
    Ankeny, IA
  • 08/2017 → 05/2022
    University Of Iowa
    Iowa City, IA
  • 08/2013 → 05/2017
    Waukee High School
    Waukee, IA
  • 11/2025 → Present
    Kestra Investment Services, Llc
    Perry, IA
  • 08/2025 → 11/2025
    Kestra Investment Services, Llc
    Perry, IA
  • 02/2026 → Present
    Perry, IA
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: 09/05/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-09
  • S66 Uniform Combined State Law Examination
    2026-02-09

View on SEC IAPD

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