Baton Rouge, LA Perkins Road Office

Team
Updated today
Kestra Advisory logo

Kestra Advisory

Enterprise

Firm-wide stats for Kestra Advisory

Total advisors

1,464

Across 547 offices

Clients per advisor

79 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

6421 Perkins Road, Building C Suite B

Baton Rouge LA 70808

Advisors at this office

5

Advisors at this office

user avatar

Daniel C

Series 66

Baton Rouge, LA

Kestra Advisory

Daniel Cheng is a financial advisor with Kestra Advisory in Baton Rouge, LA, holding a Series 66 designation and three years of industry experience. He previously worked at LPL Financial and Cinfed Federal Credit Union. Outside of advising, he was involved with Uptown Climbing LLC from 2020 to 2021. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

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

Jude G

Series 65

Baton Rouge, LA

Kestra Advisory

Jude Guerin is a financial advisor at Kestra Advisory with a Series 65 credential and one year of industry experience. He previously worked for Apple Guerin Company for 15 years before joining Kestra Investment Services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as a broad mix of institutional and individual clients. The firm offers services including plan design, fiduciary consulting, employee education, and access to multiple management platforms, serving clients that range from individual investors to large institutional entities 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

Cherie L

Series 63, Series 66

Baton Rouge, LA

Kestra Advisory

Cherie Laiche is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. She has worked at Kestra Advisory since 2020 and previously held roles at Avantax Investment Services and Kolder, Champagne, Slaven & Company, among others. Laiche serves as Chairperson of the St. Mary Parish Library Board of Control and holds leadership positions within Rotary organizations. 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-level investment advice, and access to multiple management platforms, supporting both discretionary and non-discretionary advisory engagements.

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

Robert A

Series 65

Baton Rouge, LA

Kestra Advisory

Robert Apple is a financial advisor at Kestra Advisory with one year of industry experience. He holds a Series 65 designation and previously worked for Apple Guerin Company LLC from 2011 to 2025. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients, including sovereign wealth funds. The firm offers services such as fiduciary consulting, plan-level investment advice, employee education, and uses multiple management platforms and third-party solutions within a supervisory framework.

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

Christian F

Series 65

Baton Rouge, LA

Kestra Advisory

Christian Frey is a Series 65-licensed advisor at Kestra Advisory with one year of industry experience. He has been with Kestra since 2018 and previously worked at Beau Chene Condos from 2014 to 2018. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including very large investors such as sovereign wealth funds. The firm offers a variety of services including fiduciary consulting, plan design, and employee education while utilizing 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
View complete list of advisors at this office
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