CD
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Collin Deysher

5 Years of Experience
Austin, TX
BrokerSells Insurance

Collin Deysher is a registered investment advisor at Kestra Advisory Services, LLC, based in Austin, TX, with 5 years of industry experience. Collin 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

Collin provides investment advisory services through Kestra Advisory Services and works as a financial advisor for Tycor Benefit Administrators Inc, focusing on retirement plan services. Both activities are investment-related and take up nearly all of Collin's time.

Employment History
Current Registrations
Kestra Investment Services, LLCBroker
April 2023 - Present · 3 yrs 1 mo
Kestra Advisory Services, LLC
April 2023 - Present · 3 yrs 1 mo
Previous Registrations
Vanguard Marketing CorporationBroker
February 2022 - April 2023 · 1 yr 2 mos
Vanguard Advisers, INC.
February 2022 - April 2023 · 1 yr 2 mos
Securian Financial Services, INC.Broker
May 2020 - July 2021 · 1 yr 2 mos
Securian Financial Services, INC.
May 2020 - July 2021 · 1 yr 2 mos
AXA Advisors, LLC
January 2020 - April 2020 · 3 mos
AXA Advisors, LLCBroker
July 2019 - April 2020 · 9 mos
State Registrations11 states
CODEFLGAMANJNYOHPATNWI
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.
Collin Deysher - Financial Advisor | TrueAdvisor