Michael Vitkansas, financial advisor Middletown NJ

Michael Vitkansas

CRD Number: 1380115
Current Firm: Kestra Advisory Services, LLC

Michael Vitkansas (CRD# 1380115) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Middletown, NJ and has over 38 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Kestra Investment Services, LLC Middletown, NJ Apr 2016 - Current 7
Kestra Advisory Services, LLC Middletown, NJ Apr 2016 - Current 7
Benefits For Your Firm Middletown, NJ Nov 2003 - Current 20
Nfp Securities Inc. Middletown, NJ Nov 2003 - Apr 2016 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1985
S65 NASAA Investment Advisors Law Examination Jun 1998
Contact Info for Michael A. Vitkansas
Phone Number: 8445537872
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    41,795
    MILLIONS
  • Total Number of Accounts
    140,407
    ACCOUNTS
  • Average Account Value
    $297,671
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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