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Austen K

Series 63, Series 65

Redlands, CA

Kestra Advisory

Austen Karr is a financial advisor at Kestra Advisory with 15 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Raymond James Financial Services from 2015 to 2026. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors, institutional, and individual clients, offering services that include fiduciary consulting, plan design, and advisor-managed accounts. The firm serves a diverse client base, including large institutional investors and sovereign wealth funds, and supports multiple management platforms and third-party solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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