Kestra Private Wealth Services, LLC
Kestra Private Wealth Services, LLC (CRD# 155193) is a financial advisory firm headquartered in Austin, TX. They manage $7,299,740,131 in 21,652 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management7,300MILLION
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Total Number of Accounts21,652ACCOUNTS
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Average Account Value$337,139
- 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
Amy Fredritz (CRD# 6031347) 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.
Kristoffer Fu (CRD# 5224035) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Brea, CA and has over 16 years of experience in the finance industry.
Athishay Gangadharan (CRD# 5531128) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Montclair, NJ and has over 15 years of experience in the finance industry.
Nikolas Gernhard (CRD# 6265216) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Austin, TX and has over 10 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 6 years of experience in the finance industry.
William Gungoll (CRD# 4956626) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Enid, OK and has over 17 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 26 years of experience in the finance industry.
Dillon Hakes (CRD# 6430432) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in San Diego, CA and has over 8 years of experience in the finance industry.
Christopher Hamilton (CRD# 5770357) 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.
Christopher Heilman (CRD# 5191836) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Exmore, VA and has over 17 years of experience in the finance industry.