Luke Hertzler
Investment adviser representative at Kestra Advisory Services, LLC
12 yearsExperience
2 statesRegistered in
$79.8BFirm assets
27 yearsFirm in business
Are you Luke Hertzler? Claim your profile
Contact this firm
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
12 years in the industry.
- Kestra Advisory Services, LLCAug 2024 to now
- Kestra Investment Services LLCSep 2023 to now
- AssetmarkJun 2021 to Sep 2023
- Financial Legacy AssociatesMay 2020 to Aug 2020
- Watlow ElectricMay 2019 to Jul 2019
- Spiro'sMay 2018 to May 2019
- Missouri S&tAug 2017 to Dec 2021
- UnemployedJan 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (MO, TX).
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
- 7254043
- Firm CRD
- 283330