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).
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Total Assets Under Management4,250MILLION
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Total Number of Accounts11,518ACCOUNTS
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Average Account Value$368,976
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.