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).
-
Total Assets Under Management7,300MILLION
-
Total Number of Accounts21,652ACCOUNTS
-
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
Gary Kiemele (CRD# 5650837) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Austin, TX and has over 14 years of experience in the finance industry.
Ronald Kiser (CRD# 3228861) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Austin, TX and has over 24 years of experience in the finance industry.
Serena Kokka (CRD# 3274215) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in San Diego, CA and has over 24 years of experience in the finance industry.
Daniel Kraus (CRD# 5663519) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Chesterfield, MO and has over 14 years of experience in the finance industry.
William Krivicich (CRD# 2059402) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Middletown, NY and has over 25 years of experience in the finance industry.
Anthony Landi (CRD# 2865410) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Cranston, RI and has over 26 years of experience in the finance industry.
Brian Laughlin (CRD# 2621524) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Melbourne, FL and has over 28 years of experience in the finance industry.
Dennis Laughlin (CRD# 1230817) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Melbourne, FL and has over 40 years of experience in the finance industry.
Julie-anne Lewis (CRD# 4311609) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Middleburg, VA and has over 23 years of experience in the finance industry.
Michael Love (CRD# 3071052) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in San Diego, CA and has over 24 years of experience in the finance industry.