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Financial ADVSR advisor directory · SEC adviser records

Kestra Private Wealth Services, LLC financial advisors in Ohio

Every SEC-registered investment adviser representative at a Kestra Private Wealth Services, LLC office in Ohio, by city and A to Z.

14 registered advisors work at Kestra Private Wealth Services, LLC in Ohio, out of 184 nationwide; it's the firm's number 2 state by advisors, and the most are in Sandusky (4). 3 list the CFP designation and 14 are also registered broker representatives.

Kestra Private Wealth Services, LLC advisors by city in Ohio

Every firm in Ohio →

Sandusky 4Zanesville 4Worthington 2Hopewell 1Toledo 1Vermilion 1Waterville 1

Kestra Private Wealth Services, LLC advisors in Ohio, A to Z

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Kestra Private Wealth Services, LLC advisors in every state →Kestra Private Wealth Services, LLC: assets, clients and custodians →Kestra news and advisor moves →Advisor Moves: who changed firms this week →

Kestra Private Wealth Services, LLC in other states

Texas 67California 12Georgia 12Utah 12Florida 10Pennsylvania 9Michigan 6Virginia 6North Carolina 5South Carolina 5New Jersey 4Rhode Island 4Arizona 3Massachusetts 3Missouri 3New York 3

Questions

How many Kestra Private Wealth Services, LLC financial advisors are in Ohio?

14 investment adviser representatives are registered at Kestra Private Wealth Services, LLC offices in Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 184 at the firm nationwide. 3 list the CFP designation and 14 are also registered as broker representatives.

Where in Ohio does Kestra Private Wealth Services, LLC have the most advisors?

Sandusky, with 4, then Zanesville (4). Kestra Private Wealth Services, LLC has advisors in 7 cities in Ohio.

How do I check a Kestra Private Wealth Services, LLC advisor in Ohio?

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 Private Wealth Services, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.