Merrill
45yrs
Top advisor by experience in Baton Rouge
27yrs
Todd Guerin has worked in the financial industry for 27 years and is a financial advisor based in Baton Rouge, Louisiana. After ten years at VSR Financial Services and less than a year at The Masters, Todd joined Kestra Advisory Services in 2016, a firm offering financial planning, investment management, and retirement plan consulting. Kestra Advisory Services reports being paid through a percentage of assets, hourly fees, and flat fees.
At a glance
Experience27 years (since 1999)
How that compares ?Top 23% by experience in Baton Rouge
Office6421 Perkins Rd. Building C, Suite B, Baton Rouge, LA 70808
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$618,892
Advisors at the firm1,452
States licensed ?2 states
Services through Kestra Advisory Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2016 – nowKestra Advisory Services, LLCCurrent firm
- 2003 – 2013VSR Financial Services, Inc.Previously
- Oct 2002 – Feb 2003The Masters, Inc.Previously
Questions to ask Todd
Tailored to Todd’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Todd
How do I contact Todd?
Call Kestra Advisory Services at 8445537872 and ask for Todd Guerin. Todd works from the Baton Rouge, LA office.
How long has Todd been a financial advisor?
Todd has been in the industry since 1999, about 27 years. Top 23% by experience in Baton Rouge.
What licenses does Todd hold?
Series 63. Tap any license on this page to see what it allows.
Is Todd a fiduciary?
Todd is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Todd paid?
Kestra Advisory Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Todd for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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