Financial ADVSR advisor directory · SEC adviser records
Kestra Advisory Services, LLC financial advisors in Denver, CO
Every SEC-registered investment adviser representative at a Kestra Advisory Services, LLC office in Denver, A to Z.
The short answer
7 registered advisors work at Kestra Advisory Services, LLC in Denver, out of 1,429 at the firm nationwide; it ranks number 71 in the city by advisors. 6 list the CFP designation and 7 are also registered broker representatives.
Kestra Advisory Services, LLC advisors in Denver, A to Z
Every Kestra Advisory Services, LLC advisor →- Steven Z. HeifetzCertified Financial Planner · Also a broker rep
- John C. JacksCertified Financial Planner · Also a broker rep
- Kate D. MorstadAlso a broker rep
- Mark SindrichCertified Financial Planner · Also a broker rep
- Jeffrey S. SouthernCertified Financial Planner, Chartered Financial Analyst · Also a broker rep
- Dennis S. WhyteCertified Financial Planner · Also a broker rep
- Dane M. WinterCertified Financial Planner · Also a broker rep
Kestra Advisory Services, LLC advisors in every city and state →Kestra Advisory Services, LLC: assets, clients and custodians →Kestra news and advisor moves →Advisor Moves: who changed firms this week →
Kestra Advisory Services, LLC advisors in other cities
Austin, TX 452Port Jefferson, NY 16Fairfield, NJ 13Fort Worth, TX 13Pittsburgh, PA 11Dallas, TX 10Freehold, NJ 10Tyler, TX 10Boca Raton, FL 9Encino, CA 9Lakewood, CO 9Paramus, NJ 9Plymouth, MN 9Bethesda, MD 8Cincinnati, OH 8
Other firms in Denver
All Denver advisors →Mercer Global Advisors Inc. 246Strategic Advisers LLC 184UBS Financial Services Inc. 123Morgan Stanley 107J.P. Morgan Securities LLC 105LPL Financial LLC 66Merrill Lynch, Pierce, Fenner & Smith Incorporated 63Robert W. Baird & Co. Incorporated 51Raymond James & Associates, Inc. 42Charles Schwab & Co., Inc. 38Ameriprise Financial Services, LLC 35Edward Jones 35
Questions
How many financial advisors does Kestra Advisory Services, LLC have in Denver?
7 investment adviser representatives are registered at Kestra Advisory Services, LLC offices in Denver, Colorado, according to the SEC's Investment Adviser Public Disclosure records, out of 1,429 nationwide. 6 list the CFP designation and 7 are also registered as broker representatives.
Is Kestra Advisory Services, LLC one of the largest advisor employers in Denver?
Kestra Advisory Services, LLC ranks number 71 in Denver by registered advisors; Mercer Global Advisors Inc. has the most, with 246.
How do I check a Kestra Advisory Services, LLC advisor in Denver?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Kestra Advisory Services, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.