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Financial ADVSR advisor directory · SEC adviser records

Kestra Advisory Services, LLC financial advisors in Kalamazoo, MI

Every SEC-registered investment adviser representative at a Kestra Advisory Services, LLC office in Kalamazoo, A to Z.

The short answer

7 registered advisors work at Kestra Advisory Services, LLC in Kalamazoo, out of 1,312 at the firm nationwide; it ranks number 8 in the city by advisors. 5 list the CFP designation and 7 are also registered broker representatives.

Kestra Advisory Services, LLC advisors in Kalamazoo, A to Z

Every Kestra Advisory Services, LLC advisor →

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 417Port Jefferson, NY 14Fairfield, NJ 13Fort Worth, TX 12Pittsburgh, PA 11Denver, CO 10Freehold, NJ 10Tyler, TX 10Dallas, TX 9Lakewood, CO 9Paramus, NJ 9Plymouth, MN 9Bethesda, MD 8Boca Raton, FL 8Encino, CA 8

Other firms in Kalamazoo

All Kalamazoo advisors →

Ameriprise Financial Services, LLC 14Morgan Stanley 13Raymond James & Associates, Inc. 11Cambridge Investment Research Advisors, Inc. 9Edward Jones 9LPL Financial LLC 8Cws Financial Advisors LLC 7Fifth Third Securities, Inc. 6Harbour Investments, Inc. 6Equitable Advisors, LLC 5M Holdings Securities, Inc. 5Osaic Wealth, Inc. 5

Questions

How many financial advisors does Kestra Advisory Services, LLC have in Kalamazoo?

7 investment adviser representatives are registered at Kestra Advisory Services, LLC offices in Kalamazoo, Michigan, according to the SEC's Investment Adviser Public Disclosure records, out of 1,312 nationwide. 5 list the CFP designation and 7 are also registered as broker representatives.

Is Kestra Advisory Services, LLC one of the largest advisor employers in Kalamazoo?

Kestra Advisory Services, LLC ranks number 8 in Kalamazoo by registered advisors; Ameriprise Financial Services, LLC has the most, with 14.

How do I check a Kestra Advisory Services, LLC advisor in Kalamazoo?

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.