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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 | 2026-02-03 |
Branch Locations
505 Hwy 169 N, Suite 1100, Plymouth, MN 55441 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allianz Life Insurance Company Of North America | Minneapolis | MN | 01/2022 | 03/2025 |
| Allianz Life Financial Services, Llc | Minneapolis | MN | 01/2022 | 03/2025 |
| Johnson Brothers | St.PAul | MN | 07/2021 | 11/2021 |
| France 44 | Minneapolis | MN | 05/2020 | 08/2020 |
| Edina Public School | Edina | MN | 05/2012 | 06/2017 |
| Iowa State University | Ames | IA | 08/2017 | 08/2021 |
| Kestra Investment Services, Llc | Plymouth | MN | 12/2025 | Present |
| Parady Financial Group | Edina | MN | 04/2025 | 12/2025 |
| Kestra Advisory Services, Llc | Plymouth | MN | 12/2025 | Present |
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: 12/08/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: NFP POSITION: Associate Advisor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 12/08/2025 ADDRESS: 505 Highway 169 N, Unit 1100, Minneapolis MN 55441, United States DESCRIPTION: help manage a book of business via client meetings and reviews, and account management/maintenance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 2022-08-06 |
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