Kate
Morstad
Kestra Advisory Services, LLC
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About this Advisor
Kate Morstad is a financial advisor working in Denver, Colorado with 5 years of relevant experience. Morstad is an advisor for Kestra Advisory Services, LLC. Throughout their career, Morstad has worked at Ameriprise Financial Services, Inc, Catalyst Retirement Advisors, Oralabs, Kestra Advisory Services, LLC and Kestra Investment Services, LLC. Morstad has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Colorado. Kestra Advisory Services, LLC is a financial advisory company based in Austin, TX. The company has offices in 544 locations and a total of 1,311 advisors. It oversees $42 billion in assets under management across its 140,407 accounts, placing it among the largest firms in the country by assets under management. The firm serves 132 charities and foundations. Of its 140,407 accounts, 17% are associated with high-net-worth individuals who have more than $1 million in assets. The advisory firm offers a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fee schedules usually are based on which service is offered. Fee types billed by Kestra Advisory Services, LLC likely include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kestra Advisory Services, LLC Brokerage Details
$41,795,124,579
1,311
140,407
$297,671
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
Kate Morstad Work History
Kate has been registered as a financial advisor for 5 years.*
Catalyst Retirement Advisors
Kestra Investment Services, LLC
Kestra Advisory Services, LLC
Oralabs
Kestra Advisory Services, LLC
Kestra Investment Services, LLC
Ameriprise Financial Services, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kate Morstad to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Kestra Advisory Services, LLC
Canton, OH
Lincoln, NE
Saint Paul, MN
Lutherville Timonium, MD
Grand Rapids, MI
Austin, TX
Cushing, TX
Austin, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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