Financial ADVSR advisor directory · SEC adviser records
Kestra Advisory Services, LLC financial advisors in Plymouth, MN
Every SEC-registered investment adviser representative at a Kestra Advisory Services, LLC office in Plymouth, A to Z.
The short answer
9 registered advisors work at Kestra Advisory Services, LLC in Plymouth, out of 1,312 at the firm nationwide; it ranks number 10 in the city by advisors. 3 list the CFP designation and 9 are also registered broker representatives.
Kestra Advisory Services, LLC advisors in Plymouth, A to Z
Every Kestra Advisory Services, LLC advisor →- Jay H. CavanaghAlso a broker rep
- Mack P. FarleyCertified Financial Planner · Also a broker rep
- William R. GeseAlso a broker rep
- Kyle R. GirardAlso a broker rep
- Marty L. NanneAlso a broker rep
- Joseph F. PetersonAlso a broker rep
- Michael J. VelinCertified Financial Planner · Also a broker rep
- Samantha WalkerAlso a broker rep
- Taylor A. WilloxCertified 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 417Port Jefferson, NY 14Fairfield, NJ 13Fort Worth, TX 12Pittsburgh, PA 11Denver, CO 10Freehold, NJ 10Tyler, TX 10Dallas, TX 9Lakewood, CO 9Paramus, NJ 9Bethesda, MD 8Boca Raton, FL 8Encino, CA 8Burr Ridge, IL 7
Other firms in Plymouth
All Plymouth advisors →Wealth Enhancement Advisory Services, LLC 404MML Investors Services, LLC 34Berger Financial Group 33Ameriprise Financial Services, LLC 27Osaic Wealth, Inc. 20Advisory Solutions Group 17Cetera Investment Advisers LLC 15Feltl Advisors 11Vantage Point Wealth Management 11LPL Financial LLC 10Private Advisor Group, LLC 9Raymond James Financial Services Advisors, Inc. 8
Questions
How many financial advisors does Kestra Advisory Services, LLC have in Plymouth?
9 investment adviser representatives are registered at Kestra Advisory Services, LLC offices in Plymouth, Minnesota, according to the SEC's Investment Adviser Public Disclosure records, out of 1,312 nationwide. 3 list the CFP designation and 9 are also registered as broker representatives.
Is Kestra Advisory Services, LLC one of the largest advisor employers in Plymouth?
Kestra Advisory Services, LLC ranks number 10 in Plymouth by registered advisors; Wealth Enhancement Advisory Services, LLC has the most, with 404.
How do I check a Kestra Advisory Services, LLC advisor in Plymouth?
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.