Dane
Winter
Kestra Advisory Services, LLC
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About this Advisor
Dane Winter is a financial advisor based in Denver, Colorado, working with Kestra Advisory Services, LLC. Dane has previously held positions at First Western Trust, Nfp Advisor Services, Kestra Investment Services, LLC, and Kestra Advisory Services, LLC. Dane has passed the Series 63 regulatory exam and is registered to provide services in Colorado. Currently, Dane is part of Kestra Advisory Services, LLC, which operates out of Denver, Colorado. The firm has 544 offices and 1,266 employees. The firm manages assets totaling $48.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Kestra Advisory Services, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Kestra Advisory Services, LLC Brokerage Details
$48,324,319,629
1,266
140,425
$344,129
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
Dane Winter Work History
Kestra Advisory Services, LLC
Kestra Investment Services, LLC
First Western Trust
Nfp Advisor Services
Disclosures
Please visit the SEC profile of Dane Winter to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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