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Luke Allen Washburn

Investment adviser representative at Kestra Advisory Services, LLC
24 yearsExperience
1 stateRegistered in
$79.8BFirm assets
27 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

24 years in the industry.

  1. Kestra Advisory Services, LLCMay 2026 to now
  2. Washburn Asset Management LLCSep 2019 to Jun 2026
  3. Ameriprise Financial Services, Inc.Aug 2015 to Sep 2019
  4. United States Army ReserveMar 2002 to Jan 2023

Exams passed

  • Series 66 · Uniform Combined State Law2012

State registrations

Registered as an investment adviser representative in 1 state (OH).

Kestra Advisory Services, LLC

$79.8BAssets managed
117,403Clients
1,473Advisers
27 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6026141
Firm CRD
283330
Advisor's SEC record (opens in a new tab)
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