Kestra Private Wealth Services, LLC

Kestra Private Wealth Services, LLC (CRD# 155193) is a financial advisory firm headquartered in Austin, TX. They manage $4,480,017,320 in 14,374 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,480
    MILLION
  • Total Number of Accounts
    14,374
    ACCOUNTS
  • Average Account Value
    $311,675
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
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 11 - 20 of 147 top financial advisors.
11
Benjamin W. Belanger
CRD#: 5293459
5707 Southwest Parkway, Bldg. 2 Ste 400, Austin, TX 78735

Benjamin Belanger (CRD# 5293459) 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.

12
Gregory M. Billow
CRD#: 1526780
6430 So 3000 E, Ste 350, Slc, UT 84121

Gregory Billow (CRD# 1526780) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Slc, UT and has over 37 years of experience in the finance industry.

13
Tyler S. Bolyard
CRD#: 5983044
6340 S 3000 E, Suite 350, Salt Lake City, UT 84121

Tyler Bolyard (CRD# 5983044) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Salt Lake City, UT and has over 12 years of experience in the finance industry.

14
Jeffrey M. Boudjouk
CRD#: 3068820
1000 Chapel View Blvd., Suite #200, Cranston, RI 02920

Jeffrey Boudjouk (CRD# 3068820) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Cranston, RI and has over 25 years of experience in the finance industry.

15
David J. Brandt
CRD#: 3098156
5707 Southwest Parkway, Bldg. 2 Ste 400, Austin, TX 78735

David Brandt (CRD# 3098156) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Austin, TX and has over 25 years of experience in the finance industry.

16
Keith R. Brandt
CRD#: 1130422
5707 Southwest Parkway, Bldg. 2 Ste 400, Austin, TX 78735

Keith Brandt (CRD# 1130422) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Austin, TX and has over 40 years of experience in the finance industry.

17
Jason P. Buckley
CRD#: 5746084
116 N Markley Street, Ste 200, Greenville, SC 29601

Jason Buckley (CRD# 5746084) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Greenville, SC and has over 14 years of experience in the finance industry.

18
Dee N. Buckminster
CRD#: 4230591
5707 Southwest Parkway, Bldg. 2 Ste 400, Austin, TX 78735

Dee Buckminster (CRD# 4230591) 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.

19
Zachary Butler
CRD#: 4458579
110 N. Brockway Street, Ste 230, Palatine, IL 60074

Zachary Butler (CRD# 4458579) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Palatine, IL and has over 22 years of experience in the finance industry.

20
David O. Carlock
CRD#: 5040696
14607 San Pedro Ave, Suite 290, San Antonio, TX 78232

David Carlock (CRD# 5040696) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in San Antonio, TX and has over 18 years of experience in the finance industry.

PREV ... 1 2 3 4 5 6 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.