Henry Raymond Conkle

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

• 07/2015 → 03/2017
  Metlife Securities Inc
  Austin, TX
• 07/2016 → 08/2018
  Massachusetts Mutual Life Insurance Company
  Austin, TX
• 03/2017 → 08/2018
  Mml Investors Services, Llc
  Austin, TX
• 08/2018 → 08/2021
  Allstate Insurance Company
  Austin, TX
• 07/2019 → 08/2021
  Texas Association Of Sports Officials
  Austin, TX
• 08/2021 → Present
  Kestra Investment Services, Llc
  Austin, TX
• 08/2021 → Present
  Kestra Advisory Services, Llc
  Austin, TX

Previous Registrations

• 2018-09-11 → 2021-08-27
  Allstate Financial Advisors, Llc
  Austin, TX
• 2017-03-25 → 2018-09-07
  Mml Investors Services, Llc
  Austin, TX
• 2015-07-22 → 2017-03-25
  Msi Financial Services, Inc.
  Austin, TX
• 2014-05-07 → 2015-07-08
  Pnc Managed Account Solutions, Inc.
  Austin, TX
• 2008-09-29 → 2009-02-18
  Putnam Investment Management, Llc
  Boston, MA

Other Businesses

Name: The Carol O Koop Insurance Trust Inv rel: Y Add: 7705 Stoneywood Dr. Austin, TX. 78731 Nature: Trustee Position: Trustee Start date: 8/02/2017 No. HR/MO: 1 No. HR/MO during sec trading: 1 Name: TEXAS ASSOCIATION OF SPORTS OFFICIALS POSITION: N/A NATURE: UIL sports official. I will be refereeing youth Sports. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 07/08/2019 ADDRESS: 5304 Branding Chase St, Austin TX 78727, United States DESCRIPTION: referee youthsporting events Name: HENRY R CONKLE POSITION: none NATURE: Insurance commission Trails INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/27/2018 ADDRESS: 5304 Branding Chase St, Austin TX 78727, United States DESCRIPTION: none Name: TRAVIS COUNTY CLERK POSITION: Election Clerk NATURE: Election Clerk INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 03/03/2026 ADDRESS: 5304 Branding Chase ST, Austin TX 78727, United States DESCRIPTION: Election Clerk, helping track election ballots Name: ST THERESA CATHOLIC CHURCH BOARD OF DIRECTORS POSITION: none NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/05/2019 ADDRESS: 5304 Branding Chase St, Austin TX 78727, United States DESCRIPTION: St Theresa: help decide policy manners relating to church

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-09-12
• S63 Uniform Securities Agent State Law Examination
  1989-06-07