Ethan Mottla
Investment adviser representative at Kestra Advisory Services, LLC
14 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
14 years in the industry.
- Kestra Advisory Services, LLCDec 2025 to now
- Kestra Investment Services, LLCDec 2025 to now
- Parady Financial GroupApr 2025 to Dec 2025
- Allianz Life Financial Services, LLCJan 2022 to Mar 2025
- Allianz Life Insurance Company of North AmericaJan 2022 to Mar 2025
- Johnson BrothersJul 2021 to Nov 2021
- France 44May 2020 to Aug 2020
- Iowa State UniversityAug 2017 to Aug 2021
- Edina Public SchoolMay 2012 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 7535269
- Firm CRD
- 283330