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 71 - 80 of 106 top financial advisors.
71
Matthew E. Rykulski
CRD#: 4826291
3250 Auburn Rd, Ste 102, Auburn Hills, MI 48326

Matthew Rykulski (CRD# 4826291) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Auburn Hills, MI and has over 17 years of experience in the finance industry.

72
Scott B. Sade
CRD#: 1069305
477 Riverside Drive, Stuart, FL 34994

Scott Sade (CRD# 1069305) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Stuart, FL and has over 39 years of experience in the finance industry.

73
Bradley J. Saunders
CRD#: 2124042
3 Pointe Drive N, Ste 107, Brea, CA 92821

Bradley Saunders (CRD# 2124042) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Brea, CA and has over 31 years of experience in the finance industry.

74
Robert H. Searle
CRD#: 5812556
20 Burlington Mall Road, Suite 251, Burlington, MA 01803

Robert Searle (CRD# 5812556) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Burlington, MA and has over 7 years of experience in the finance industry.

75
Michael E. Sharber
CRD#: 6695232
3250 Auburn Rd Ste 102, Auburn Hills, MI 48326

Michael Sharber (CRD# 6695232) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Auburn Hills, MI and has over 5 years of experience in the finance industry.

76
Deborah R. Shuster
CRD#: 727982
1000 Chapel View Blvd.,, Suite #200, Cranston, RI 02920

Deborah Shuster (CRD# 727982) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Cranston, RI and has over 41 years of experience in the finance industry.

77
Elizabeth A. Skrinak
CRD#: 4518754
5004 Timber Commons Drive, Sandusky, OH 44870

Elizabeth Skrinak (CRD# 4518754) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Sandusky, OH and has over 20 years of experience in the finance industry. Elizabeth Skrinak 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.

78
Charles C. Smith
CRD#: 5047699
5707 Southwest Parkway, Bldg. 2 Ste 400, Austin, TX 78735

Charles Smith (CRD# 5047699) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Austin, TX and has over 16 years of experience in the finance industry. Charles Smith 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.

79
Jeffrey J. Smith
CRD#: 4330580
40701 Woodward Ave, Suite 103, Bloomfield Hills, MI 48304

Jeffrey Smith (CRD# 4330580) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Bloomfield Hills, MI and has over 13 years of experience in the finance industry. Jeffrey Smith 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.

80
William T. Swanner
CRD#: 6820552
3570 Carmel Mountain Rd #150, San Diego, CA 92130

William Swanner (CRD# 6820552) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in San Diego, CA and has over 4 years of experience in the finance industry.

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