Kestra Advisory Services, LLC

Investment Advisor
in Sacramento, CA
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About this Advisor

Steffen Nass is a chartered financial consultant based out of Sacramento, California, who has been in the advisory business for 12 years. Nass works at Kestra Advisory Services, LLC. Their career trajectory has included roles at Phoenix Life Insurance Co, Phoenix Equity Planning Corp, Pfg Distribution Company, Guardian Investor Services LLC, Bg Worldwide Securities, Inc, Nfp Securities, Inc and Kestra Financial Services, Inc. Nass maintains a Series 63 license, certifying them as a securities agent, and can advise clients in California. Kestra Advisory Services, LLC is a financial advisory business that has its headquarters in Sacramento, California. It has offices in 513 locations and a total of 1,231 financial advisors. It administers $20 billion in assets under management between its 75,277 client accounts, placing it among the largest firms in the nation by assets under management. The firm serves 84 charitable organizations. Of its 75,277 client accounts, just 12% are held by high-net-worth clients who have greater than $1 million in investable assets. Kestra Advisory Services, LLC provides a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advisory services usually are based on which services the firm provides the client. However, fees charged by Kestra Advisory Services, LLC most likely are comprised of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees



Office Location

One Capital Mall, Suite 350,
Sacramento, CA 95814

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Kestra Advisory Services, LLC Brokerage Details

Total Assets Under Management


CA Average: $3,042,739,679
Total Number of Employees


CA Average: 49
Total Number of Accounts


CA Average: 2,315
Average Account Size


CA Average: $1,314,358

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Steffen Nass Work History

Steffen has 12 years of experience.

2016 - Present (3 years)

Kestra Financial Services, Inc

2012 - 2016 (4 years)

Nfp Securities, Inc

2011 - 2012 (1 year)

Bg Worldwide Securities, Inc

2009 - 2009 (< 1 year)

Pfg Distribution Company

2009 - 2011 (2 years)

Guardian Investor Services LLC

2006 - 2009 (3 years)

Phoenix Life Insurance Co

2006 - 2009 (3 years)

Phoenix Equity Planning Corp


Steffen Nass has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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