TA
ChFC
TA
ChFC

Troy Ahrens

29 Years of Experience
Austin, TX
BrokerSells Insurance

Troy Ahrens is a ChFC-designated registered investment advisor at Kestra Advisory Services, LLC, based in Austin, TX, with 29 years of industry experience. Troy 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.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1456 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
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Location

1221 South Mopac Expressway, Suite 250, Austin, TX, 78746

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Troy is an employee at Higginbotham, an insurance company, dedicating nearly full-time hours to sales. He also works as an Investment Advisor Representative at Kestra Advisory Services, LLC, providing investment advisory services, also dedicating nearly full-time hours.

Employment History
Current Registrations
Kestra Advisory Services, LLC
April 2016 - Present · 10 yrs 6 mos
Kestra Investment Services, LLCBroker
October 2008 - Present · 18 yrs
Previous Registrations
NFP Advisor Services, LLC
October 2008 - September 2016 · 7 yrs 11 mos
Northwestern Mutual Investment Services,llc
April 2008 - October 2008 · 6 mos
Northwestern Mutual Investment Services,llc
January 2007 - May 2007 · 4 mos
Northwestern Mutual Investment Services, LLCBroker
January 1997 - October 2008 · 11 yrs 9 mos
Robert W. Baird & CO. IncorporatedBroker
January 1997 - January 2002 · 5 yrs
State Registrations1 state
TX
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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