Ian Legner
Investment adviser representative at Kestra Advisory Services, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$79.8BFirm assets
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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
12 years in the industry.
- Sterling Land CompanyJun 2023 to now
- Kestra Advisory Services, LLCJan 2023 to now
- Kestra Investment Services, LLCNov 2022 to now
- University of Illinois Champaign-urbanaAug 2020 to May 2022
- Jmx HelicoptersDec 2019 to Nov 2022
- Cornbelt EnergyMay 2019 to Aug 2019
- Illinois Valley Community CollegeAug 2018 to May 2020
- Princeton High SchoolAug 2014 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 7666871
- Firm CRD
- 283330