Financial ADVSR advisor directory · SEC adviser records
Kestra Private Wealth Services, LLC financial advisors in Sandusky, OH
Every SEC-registered investment adviser representative at a Kestra Private Wealth Services, LLC office in Sandusky, A to Z.
The short answer
4 registered advisors work at Kestra Private Wealth Services, LLC in Sandusky, out of 184 at the firm nationwide; it ranks number 6 in the city by advisors. 1 list the CFP designation and 4 are also registered broker representatives.
Kestra Private Wealth Services, LLC advisors in Sandusky, A to Z
Every Kestra Private Wealth Services, LLC advisor →- Brian C. DutteraAlso a broker rep
- Stephanie M. FratoeAlso a broker rep
- Steven H. HafnerAlso a broker rep
- Elizabeth A. SkrinakCertified Financial Planner · Also a broker rep
Kestra Private Wealth Services, LLC advisors in every city and 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 advisors in other cities
Austin, TX 61Sewickley, PA 8San Diego, CA 7Salt Lake City, UT 6Greenville, SC 5Cranston, RI 4Melbourne, FL 4Ogden, UT 4Roswell, GA 4Zanesville, OH 4Arlington, VA 3Auburn Hills, MI 3Blackshear, GA 3Bloomfield Hills, MI 3Burlington, MA 3
Other firms in Sandusky
All Sandusky advisors →Edward Jones 7Raymond James Financial Services Advisors, Inc. 6Sanctuary Advisors, LLC 6LPL Financial LLC 5Cetera Investment Advisers LLC 4W.A. Smith Financial Group 4
Questions
How many financial advisors does Kestra Private Wealth Services, LLC have in Sandusky?
4 investment adviser representatives are registered at Kestra Private Wealth Services, LLC offices in Sandusky, Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 184 nationwide. 1 list the CFP designation and 4 are also registered as broker representatives.
Is Kestra Private Wealth Services, LLC one of the largest advisor employers in Sandusky?
Kestra Private Wealth Services, LLC ranks number 6 in Sandusky by registered advisors; Edward Jones has the most, with 7.
How do I check a Kestra Private Wealth Services, LLC advisor in Sandusky?
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. Weighing a move? Compare payouts by firm or value a recruiting offer.