Kelly Kovasic
Investment adviser representative at Kestra Advisory Services, LLC
15 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
15 years in the industry.
- Kestra Advisory Services, LLCSep 2026 to now
- Kestra Investment Services, LLCSep 2026 to now
- Leelyn Smith, LLCFeb 2021 to Aug 2026
- LPL Financial, LLCFeb 2021 to Aug 2026
- Total Clarity WealthSep 2020 to Feb 2021
- Real Clean AviationAug 2018 to Sep 2020
- Houghton MifflinMar 2017 to Aug 2018
- Ja Air CenterFeb 2011 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 7294799
- Firm CRD
- 283330