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 31 - 40 of 106 top financial advisors.
31
Merritt K. Hicks
CRD#: 1811093
5707 Southwest Parkway, Bldg. 2 Ste 400, Austin, TX 78735

Merritt Hicks (CRD# 1811093) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Austin, TX and has over 33 years of experience in the finance industry.

32
Theodore C. Horowitz
CRD#: 2529174
16165 N 83rd Avenue, Suite 200, Peoria, AZ 85382

Theodore Horowitz (CRD# 2529174) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Peoria, AZ and has over 27 years of experience in the finance industry. Theodore Horowitz 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.

33
Christina E. Hospedales
CRD#: 6483537
3 Pointe Drive, Suite 111, Brea, CA 92821

Christina Hospedales (CRD# 6483537) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Brea, CA and has over 5 years of experience in the finance industry.

34
Nancy G. Hurst
CRD#: 867686
61 South Paramus Road, Ste 285, Paramus, NJ 07652

Nancy Hurst (CRD# 867686) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Paramus, NJ and has over 40 years of experience in the finance industry. Nancy Hurst 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.

35
Tf M. Jenkins
CRD#: 5298129
5707 Southwest Parkway, Bldg. 2 Ste 400, Austin, TX 78735

Tf Jenkins (CRD# 5298129) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Austin, TX and has over 15 years of experience in the finance industry.

36
Tim M. Jenkins
CRD#: 730581
Ponte Vedra Beach, FL

Tim Jenkins (CRD# 730581) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Ponte Vedra Beach, FL and has over 41 years of experience in the finance industry.

37
David K. Johnston
CRD#: 726847
5707 Southwest Parkway, Bldg. 2 Ste 400, Austin, TX 78735

David Johnston (CRD# 726847) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Austin, TX and has over 41 years of experience in the finance industry.

38
Keith C. Johnston
CRD#: 6373132
5707 Southwest Parkway, Bldg. 2 Ste 400, Austin, TX 78735

Keith Johnston (CRD# 6373132) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Austin, TX and has over 7 years of experience in the finance industry.

39
Gary W. Kiemele
CRD#: 5650837
3819 Stephens Ave, Ste 101, Missoula, MT 59801

Gary Kiemele (CRD# 5650837) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Missoula, MT and has over 13 years of experience in the finance industry.

40
Ronald G. Kiser
CRD#: 3228861
5707 Southwest Parkway, Bldg. 2 Ste 400, Austin, TX 78735

Ronald Kiser (CRD# 3228861) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Austin, TX and has over 23 years of experience in the finance industry.

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