Allen N Horak

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2021 → 12/2023
  Applied Systems, Inc.
  Lewisville, TX
• 04/2024 → Present
  Kestra Investment Services, Llc
  Dallas, TX
• 01/2018 → 06/2021
  Ezlynx
  Lewisville, TX
• 05/2017 → 12/2017
  Netsuite / Oracle
  Coppell, TX
• 08/2014 → 04/2017
  Corrigan Family Holdings
  Dallas, TX
• 01/2024 → 03/2024
  Allen Horak Cpa
  Coppell, TX
• 07/2024 → Present
  Kestra Advisory Services, Llc
  Dallas, TX

Other Businesses

Name: COWTOWN FINANCIAL PLANNING - DALLAS, TX POSITION: Senior Director - Dallas Area Markets NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 30 START DATE: 04/15/2024 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: Registered representative activities through Kestra Investment Services Name: ALLEN HORAK, CPA POSITION: Sole Proprietor NATURE: Tax/Accounting/CPA INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2024 ADDRESS: 913 Falcon Ln, Coppell TX 75019, United States DESCRIPTION: Business, Financial, and Accounting Consulting. Name: KESTRA ADVISORY SERVICES, LLC POSITION: Investment Advisor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 04/15/2024 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: Investment advisory services through Kestra Advisory Services, LLC Name: BOARD MEMBER - INFINIX GLOBAL POSITION: Board Member NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2026 ADDRESS: 3060 Communications Pkwy, Suite 200, Plano TX 75093, United States DESCRIPTION: Business, Financial, and Accounting Consulting services

Exams

• S66 Uniform Combined State Law Examination
  2024-07-03