CO
ChFC
CO
ChFC

Christopher Opper

22 Years of Experience
Austin, TX
BrokerSells Insurance

Christopher Opper is a ChFC-designated registered investment advisor at Kestra Advisory Services, LLC, based in Austin, TX, with 22 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 97,702 clients with $60B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1421 advisors
Number of Clients
97,702 clients
Average Client Portfolio
$616K average
Assets Under Management
$60.2B

Fee Structure

Minimum Investment:$5K

Kestra Advisory Services' (Kestra AS) fees for managing your investments are a percentage of the value of your portfolio, up to a maximum of 2.5% per year. The exact percentage is determined by your advisor based on factors like the size of your account, the type of account (e.g., retirement), the services you receive, and the platform you choose. These fees are negotiable.

Kestra AS offers different advisory platforms with varying program fees that are deducted from the client fee you negotiate with your advisor. These platforms include AdvisorEnterprise, Horizon, and AdvisorChoice. Each platform has different features, costs, and minimum account sizes.

There are also third-party managed solutions available through platforms like Focus Partners Advisor Solutions, Symmetry Partners, SEI and AssetMark.

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Location

5707 Southwest Parkway, Building 2, Suite 400, Austin, TX, 78735

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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

Christopher recommends insurance as part of clients' financial plans through Regent Financial Group, dedicating a few hours per week. He also owns rental property and works as a financial advisor and director of research for Regent Financial Group, LLC, and as an investment advisor representative for Kestra Advisory Services, LLC, dedicating about a quarter of his time to the former and nearly full-time to the latter.

Employment History
Current Registrations
Kestra Advisory Services, LLC
June 2021 - Present · 4 yrs 11 mos
Kestra Investment Services, LLC
February 2005 - Present · 21 yrs 3 mos
Kestra Investment Services, LLCBroker
February 2005 - Present · 21 yrs 3 mos
Previous Registrations
1717 Capital Management CompanyBroker
January 2004 - February 2005 · 1 yr 1 mo
State Registrations13 states
CACOCTFLGAINLAMDNCNJNYPAVA
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.