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Arthur Lavallie

Kestra Advisory Services, LLC
40 Years of Experience
Burr Ridge, IL
1 DisclosureBrokerSells Insurance
View SEC Summary
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Arthur Lavallie is a registered investment advisor at Kestra Advisory Services, LLC, based in Burr Ridge, IL, with 40 years of industry experience. Arthur is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 117,403 clients with $80B in assets under management.

Kestra Advisory Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1450 advisors
Number of Clients
117,403 clients
Average Client Portfolio
$680K average
Assets Under Management
$79.8B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Asset-based fees range up to 2.5% of assets under management and are negotiable based on account size, registration type, and services provided.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

745 McClintock, Suite 120, Burr Ridge, IL, 60527

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History

Regulatory History (1)
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Regulatory
February 2026
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Arthur owns Tecla Partners LLC (real estate and other passive investments) and AJ Lavallie (insurance), dedicating minimal time to each. He is also an Investment Advisor Representative with Kestra Advisory Services, LLC and an affiliate of Blue Lake Wealth Advisors, dedicating full-time hours to these investment advisory and financial planning activities.

Employment History
Current Registrations
Kestra Advisory Services, LLC
April 2016 - Present · 10 yrs 6 mos
Kestra Investment Services, LLC
November 2004 - Present · 21 yrs 11 mos
Kestra Investment Services, LLCBroker
November 2004 - Present · 21 yrs 11 mos
Previous Registrations
NFP Advisor Services, LLC
November 2004 - September 2016 · 11 yrs 10 mos
Ameritas Investment CORP.Broker
October 2003 - November 2004 · 1 yr 1 mo
The Advisors Group, INC.
September 1997 - November 2004 · 7 yrs 2 mos
The Advisors Group, INC.Broker
August 1986 - October 2003 · 17 yrs 2 mos
State Registrations6 states
FLILINMIORTN
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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