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Kestra Private Wealth Services, LLC

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on April 28, 2016
    • $926.1M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 4K
      Accounts
    • $261.2K
      Estimated Average Account Balance

Services

Firm Services

  • Financial Planning

Firm Client types

Advisors

Current Advisors

# of advisors

47

name start date
Ricardo Mark Montejano
April 2012
Brandi M Pugh
December 2012
Kaela T Tinucci
January 2015
Bradley John Saunders
March 2013
Nadia Alicia Dickinson
September 2014

    Leadership

    Ownership

    There is no ownership data available to display at this time.

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Brett Ronald Schneider Director January, 2009 less than 5%
    Lori Michell Lieser Vice President March, 2014 less than 5%
    Michael Ross Pedlow Chief Compliance Officer August, 2014 less than 5%
    Robert Mason Bartenstein Chief Executive Officer, President May, 2012 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees