Kestra Private Wealth Services, LLC

Kestra Private Wealth Services, LLC (CRD# 155193) is a financial advisory firm headquartered in Austin, TX. They manage $4,249,862,508 in 11,518 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,250
    MILLION
  • Total Number of Accounts
    11,518
    ACCOUNTS
  • Average Account Value
    $368,976
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Kestra Private Wealth Services, LLC
Showing 11 - 20 of 106 top financial advisors.
11
Tyler S. Bolyard
CRD#: 5983044
6340 S 3000 E, Suite 350, Salt Lake City, UT 84121

Tyler Bolyard (CRD# 5983044) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Salt Lake City, UT and has over 10 years of experience in the finance industry.

12
Jeffrey M. Boudjouk
CRD#: 3068820
1000 Chapel View Blvd., Suite #200, Cranston, RI 02920

Jeffrey Boudjouk (CRD# 3068820) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Cranston, RI and has over 24 years of experience in the finance industry.

13
David J. Brandt
CRD#: 3098156
3 Pointe Drive Ste. 111, Brea, CA 92821

David Brandt (CRD# 3098156) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Brea, CA and has over 23 years of experience in the finance industry. David Brandt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

14
Keith R. Brandt
CRD#: 1130422
5707 Southwest Parkway, Bldg. 2 Ste 400, Austin, TX 78735

Keith Brandt (CRD# 1130422) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Austin, TX and has over 39 years of experience in the finance industry. Keith Brandt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

15
Jason P. Buckley
CRD#: 5746084
116 N Markley Street, Ste 200, Greenville, SC 29601

Jason Buckley (CRD# 5746084) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Greenville, SC and has over 12 years of experience in the finance industry.

16
Zachary Butler
CRD#: 4458579
110 N. Brockway Street, Ste 230, Palatine, IL 60074

Zachary Butler (CRD# 4458579) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Palatine, IL and has over 20 years of experience in the finance industry.

17
David O. Carlock
CRD#: 5040696
14607 San Pedro Ave, Suite 290, San Antonio, TX 78232

David Carlock (CRD# 5040696) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in San Antonio, TX and has over 16 years of experience in the finance industry.

18
Thomas E. Davis
CRD#: 1162602
Three Point Dr. Suite 111, Brea, CA 92821

Thomas Davis (CRD# 1162602) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Brea, CA and has over 38 years of experience in the finance industry.

19
Nadia A. Dickinson
CRD#: 1414700
42053 12 Th W Ste 104, Lancaster, CA 93534

Nadia Dickinson (CRD# 1414700) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Lancaster, CA and has over 27 years of experience in the finance industry.

20
Luis Dolan
CRD#: 4470577
5707 Southwest Parkway, Bldg. 2 Ste 400, Austin, TX 78735

Luis Dolan (CRD# 4470577) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Austin, TX and has over 9 years of experience in the finance industry.

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