Kestra Advisory Services, LLC
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About this Advisor
Mark Sindrich is a certified financial planner based in Denver, Colorado. Currently an investment advisor with Kestra Advisory Services, LLC, they have accumulated a notable 38 years of work experience as a financial advisor. Sindrich maintains a Series 63 license, designating them as a securities representative. Sindrich can serve customers in Colorado. Sindrich has gained experience at Sindrich & Assoc, Partners Securities, Inc and Kestra Financial Services, Inc. Kestra Advisory Services, LLC is located in Denver, Colorado, and has 513 additional offices in the country. Overall, Kestra Advisory Services, LLC manages $20 billion in assets across 75,277 client accounts and retains more than 1,231 people. The firm's total assets under management places it among the largest firms in the nation. The firm manages 53,194 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 12% of the advisory firm's customers are high-net-worth individuals, meaning they have more than $1 million in assets. Kestra Advisory Services, LLC can provide financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. The firm may charge clients asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Kestra Advisory Services, LLC Brokerage Details
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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
Mark Sindrich Work History
Mark has 38 years of experience.
Kestra Financial Services, Inc
Partners Securities, Inc
Sindrich & Assoc
Mark Sindrich has disclosures.
Please visit their SEC profile for more details.