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Thomas Edwin Mirth

Kestra Advisory Services, LLC

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About Thomas Edwin Mirth

Thomas Mirth is a registered investment advisor representative in Georgia. Thomas currently works for Kestra Advisory Services, LLC. Thomas has been in the financial industry for over 10 years. Thomas has earned the Series 65 license. Thomas's previous employers include Paces Ferry Wealth Advisors, Fisher Investments, Vector Wealth Strategies, Memphis Planning and Wealth, Banana Republic. Thomas is a member of the Junior Committee of the Shepherd Center and is Director of the Alpha Lambda of Theta Xi House Corporation. Thomas has 11 years of experience in the financial industry. Kestra Advisory Services, LLC provides a wide range of financial services, including financial planning, pension consulting, selection of other advisers, and portfolio management for businesses and individuals. The firm has approximately $48,324,319,629 in assets under management.

Firm Information

Thomas Mirth 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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Thomas Mirth’s Registration & Firm History

GA

06/17/2024 - Present

Kestra Advisory Services, LLC (Peachtree Corners GA)

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Licenses & Designations

IA

Issued 08/28/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/16/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas Edwin Mirth.
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