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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 |
|---|---|---|---|
| IN | RA | APPROVED | 2025-08-18 |
| IL | RA | APPROVED | 2025-07-18 |
| TX | RA | APPROVED_RES | 2025-07-07 |
Branch Locations
2611 Chicago St Unit A, Valparaiso, IN 46383 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Joliet | IL | 05/2009 | 10/2022 |
| Commonwealth Financial Network | Waltham | MA | 10/2022 | 07/2025 |
| Brightway Wealth Management, Llc | Sherwood | IL | 09/2019 | 07/2025 |
| Kestra Investment Services, Llc | Shorewood | IL | 07/2025 | Present |
| Kestra Advisory Services, Llc | Shorewood | IL | 07/2025 | Present |
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: 07/07/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: BRIGHTWAY WEALTH MANAGEMENT POSITION: Owner/ President NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 07/07/2025 ADDRESS: 617 Rollingwood Dr, Shorewood IL 60404, United States DESCRIPTION: financial planning, investments, savings and longterm goals. Insurance analysis and succession planning. Name: CLAD AND CORDON VINEYARD POSITION: owner NATURE: winery INVESTMENT RELATED: No # OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 04/02/2024 ADDRESS: 755 Parker City Rd, Creal Springs IL 62922, United States DESCRIPTION: oversee the direction of the business Name: RFA PROPERTIES POSITION: owner NATURE: Real Estate INVESTMENT RELATED: Yes # OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 09/01/2019 ADDRESS: 25101 old oak lane, shorewood IL 60404, United States DESCRIPTION: give recommendations of new properties. Help maintain the properties Name: WHIPPOORWILL VALLEY FARMS POSITION: owner NATURE: Real Estate INVESTMENT RELATED: Yes # OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 10/15/2018 ADDRESS: 850 Whippoorwill Valley Lane, Simpson IL 62985, United States DESCRIPTION: mowing, pruning, maintaining properties Name: CLAD RENTALS POSITION: owner NATURE: Real Estate INVESTMENT RELATED: Yes # OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2020 ADDRESS: 25101 old oak lane, shorewood IL 60404, United States DESCRIPTION: property selection, maintenance when needed. Name: CLAD RENTALS POSITION: owner NATURE: Real Estate INVESTMENT RELATED: No # OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2026 ADDRESS: 1090 Old Rte 146 Loop, Vienna IL 62995, United States DESCRIPTION: Really none. We have an outside property management company that handles all cleaning and booking and maintenance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 1998-12-31 |
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