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).
-
Total Assets Under Management4,250MILLION
-
Total Number of Accounts11,518ACCOUNTS
-
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
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.
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.
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.
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.
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.
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.
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.
Charles Smith (CRD# 5047699) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Greenville, SC 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.
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.
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.