Austin, TX Capital of Texas Hwy. S. Office

Team
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Kestra Advisory

Enterprise

Firm-wide stats for Kestra Advisory

Total advisors

1,483

Across 553 offices

Clients per advisor

78 High

Avg AUM per client

$618,892 High

HNW client ratio

23% Typical

About

Kestra Advisory Services provides investment advisory and retirement‑plan consulting to plan sponsors and a broad mix of institutional and individual clients. The firm’s brochure describes services such as vendor searches and benchmarking, plan design and compliance testing, fiduciary consulting and oversight, plan‑level investment advice, employee education, pooled plan solutions, and advisor‑managed accounts.

Advisors act as ERISA fiduciaries where applicable and may be engaged to provide discretionary 3(38) or non‑discretionary 3(21) services; recommended investments are supported by due diligence that considers performance, fees, manager tenure, and investment process. Kestra distributes multiple management platforms and third‑party managed solutions (for example, AdvisorEnterprise and AdvisorChoice) and permits use of complex products and discretionary trading within its supervisory framework.

Compared with many enterprise peers, Kestra discloses activities that align with serving very large institutional investors: the firm reports approximately $79.8 billion in assets under management, acts as a placement agent for private funds, and offers pooled employer plan arrangements, and its disclosures indicate it counts sovereign wealth funds among its clients — a relatively uncommon client type for firms in this category. The brochure also highlights extensive affiliate and third‑party relationships (including an affiliated broker‑dealer and custodial/technology partners such as Envestnet and NFS), which expand product access but are identified in the disclosure as sources of potential conflicts of interest.

Based on Kestra Advisory

Expertise

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

Based on Kestra Advisory

Occupation focus

Founder/Business Owner Executive

Based on Kestra Advisory

Location

1250 Capital of Texas Hwy. S., Building 2, Suite 125

Austin TX 78746

Advisors at this office

6

Advisors at this office

user avatar

Julie W

Series 63, Series 65

Austin, TX

Kestra Advisory

Julie Weekley is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 65 licenses and having 31 years of industry experience. She has worked with Kestra Advisory and Kestra Investment Services since 2016. Additionally, she is an insurance agent involved in soliciting and servicing life insurance and annuity products. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional, and individual clients. The firm offers a range of services such as fiduciary consulting, plan design, employee education, and manages a wide array of investment platforms and third-party solutions.

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

Keegan J

Series 66

Austin, TX

Kestra Advisory

Keegan Johnson is a financial advisor at Kestra Advisory with 16 years of industry experience. He holds the Series 66 designation and has been with Kestra Advisory since 2016, previously associated with Kestra Investment Services, LLC since 2007. He is based in Austin, TX. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, investment advice, and employee education, serving large institutional investors such as sovereign wealth funds and managing approximately $79.8 billion in assets.

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

Thomas L

Series 63, Series 66

Austin, TX

Kestra Advisory

Thomas Lamb is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 66 licenses and with 17 years of industry experience. He has been affiliated with Kestra and its related entities since 2009. Outside of his advisory work, Lamb is a musician involved with the Brandon Callies Band. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers services such as fiduciary consulting, plan design, and plan-level investment advice, managing approximately $79.8 billion in assets and serving large clients like sovereign wealth funds.

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

Jennette S

Series 63, Series 66

Austin, TX

Kestra Advisory

Jennette Schlinke is an investment advisor representative at Kestra Advisory with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Kestra Advisory since 2016, including roles at Kestra Financial, Inc. and Kestra Investment Services, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, and investment management, serving clients that include large institutional investors and sovereign wealth funds.

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

William G

Series 63, Series 65

Austin, TX

Kestra Advisory

William Gallegos is a financial advisor at Kestra Advisory with 16 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Kestra Advisory since 2016. Prior to this, he worked at Kestra Investment Services, LLC beginning in 2011. Kestra Advisory provides investment advisory and retirement-plan consulting services to a broad range of institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan design, employee education, and manages multiple third-party platforms, serving clients that include large institutional investors such as sovereign wealth funds.

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

Clay J

Series 66

Austin, TX

Kestra Advisory

Clay Johnson is an Investment Advisor Representative at Kestra Advisory with 11 years of industry experience. He holds the Series 66 designation and has been with Kestra Advisory since 2016. Outside of his advisory role, he owns a small business that conducts program evaluation calls for grant participants on behalf of a consulting firm. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients, including very large institutional investors. The firm offers services such as fiduciary consulting, plan design, investment advice, and manages approximately $79.8 billion in assets across multiple management platforms.

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