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 21 - 30 of 106 top financial advisors.
21
Brian C. Duttera
CRD#: 1663644
5004 Timber Commons Drive, Sandusky, OH 44870

Brian Duttera (CRD# 1663644) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Sandusky, OH and has over 35 years of experience in the finance industry.

22
Kevin W. Foote
CRD#: 4426221
3570 Carmel Mountain Rd, San Diego, CA 92130

Kevin Foote (CRD# 4426221) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in San Diego, CA and has over 20 years of experience in the finance industry.

23
Stephanie M. Fratoe
CRD#: 5772252
5004 Timber Commons Dr, Sandusky, OH 44870

Stephanie Fratoe (CRD# 5772252) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Sandusky, OH and has over 10 years of experience in the finance industry.

24
Kristoffer N. Fu
CRD#: 5224035
3 Pointe Drive, Suite 111, Brea, CA 92821

Kristoffer Fu (CRD# 5224035) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Brea, CA and has over 15 years of experience in the finance industry. Kristoffer Fu 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.

25
Athishay Gangadharan
CRD#: 5531128
363 Bloomfield Ave, Suite 3a, Montclair, NJ 07042

Athishay Gangadharan (CRD# 5531128) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Montclair, NJ and has over 13 years of experience in the finance industry.

26
Shawn Glasgow
CRD#: 5974936
5707 Southwest Parkway, Bldg. 2 Ste 400, Austin, TX 78735

Shawn Glasgow (CRD# 5974936) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Austin, TX and has over 4 years of experience in the finance industry.

27
Steven H. Hafner
CRD#: 2756191
5004 Timber Commons Drive, Sandusky, OH 44870

Steven Hafner (CRD# 2756191) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Sandusky, OH and has over 25 years of experience in the finance industry.

28
Brandon J. Hebert
CRD#: 5325948
3075 W. Ray Road Ste 103, Chandler, AZ 85226

Brandon Hebert (CRD# 5325948) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Chandler, AZ and has over 11 years of experience in the finance industry.

29
John M. Hebert
CRD#: 2120127
3075 W Ray Road Ste 103, Chandler, AZ 85226

John Hebert (CRD# 2120127) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Chandler, AZ and has over 29 years of experience in the finance industry. John Hebert 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.

30
Christopher M. Heilman
CRD#: 5191836
4376 Lankford Hwy, Unit B, Exmore, VA 23350

Christopher Heilman (CRD# 5191836) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Exmore, VA and has over 15 years of experience in the finance industry.

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