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Michael Louis Hoch

Kestra Advisory Services, LLC

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About Michael Louis Hoch

Michael Louis Hoch is an Investment Advisor Representative at Kestra Advisory Services, LLC. Michael has been in the industry since 1997 and has worked with Kestra Investment Services, LLC since 2010. Previously, Michael worked with MML Investors Services, Inc. and NYLIFE Securities LLC. Michael is registered in 41 states and is a Series 6, 63, and 65 licensed holder. Michael specializes in Financial Planning, Pension Consulting, Portfolio Management for Individuals and Businesses, and Selection of Other Advisors.

Firm Information

Michael Hoch is currently registered with Kestra Advisory Services, LLC. Kestra Advisory Services, LLC is a financial advisory firm based in Austin, TX, with over 1,200 investment advisor representatives and 48.3 billion in assets under management. Kestra offers a variety of financial advisory services including financial planning, portfolio management, and pension consulting. The firm serves a broad range of clients, including individuals, corporations, insurance companies, pension plans, and charitable organizations. Kestra participates in wrap fee programs.
Kestra Advisory Services, LLC

5707 SOUTHWEST PARKWAY

AUSTIN, TX 78735

$48.32B

Assets Under Management

6,180

Total Clients

1,197

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Hoch’s Registration & Firm History

MD

07/27/2023 - Present

Kestra Advisory Services, LLC (BETHESDA MD)

MD

11/21/2007 - 09/02/2010

MML INVESTORS SERVICES, INC. (BETHESDA MD)

MD

06/19/1998 - 11/16/2007

NYLIFE SECURITIES LLC (BETHESDA MD)

NY

01/22/1997 - 06/22/1998

MONY SECURITIES CORP. (NEW YORK NY)

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Licenses & Designations

IA

Issued 10/28/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/01/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/20/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Michael Louis Hoch. Review regulatory record here.
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