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Kestra Advisory Services, LLC CRD 283330
$79.8B regulatory AUM 6,392 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-09-16 |
| TX | RA | APPROVED | 2025-09-16 |
| WI | RA | APPROVED | 2025-09-16 |
Branch Locations
2483 15Th Nw Suite C, New Brighton, MN 55112 • United States
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | San Diego | CA | 06/2016 | 09/2025 |
| Kestra Investment Services Llc | New Brighton | MN | 09/2025 | Present |
| Kestra Advisory Services Llc | New Brighton | MN | 09/2025 | Present |
Name: TREOWTH WEALTH ADVISORS POSITION: Tax preparer NATURE: Tax/Accounting/CPA INVESTMENT RELATED: Yes # OF HOURS: 6 SECURITIES TRADING HOURS: 6 START DATE: 08/16/2025 ADDRESS: 2483 15th St. NW, Suite C, New Brighton MN 55112, United States DESCRIPTION: Preparing tax returns February 15 - April 15th. Corresponding with clients regarding their tax documents and return details. Completing and filing returns. 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: 09/16/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-01-29 |
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